Filed December 13, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,334 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL A Service code 27 · EIN 38-1357951 | Advisory (Plan) | $58,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,978 | $80,005-17.5% | $140,016-52.9% | $55,725+18.4% |
| Participation rate | 96.8% | 87.0%+9.8pp | 87.5%+9.3pp | 70.9%+25.9pp |
| Annual return | -5.48% | 0.46%-5.9pp | 651.12%-656.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $3,870 | $3,403+13.7% | $5,606-31.0% | $2,078+86.2% |
| Participant deferral / active EE | $3,743 | $5,264-28.9% | $6,927-46.0% | $3,356+11.5% |
| Admin fee / account holder | $206 | $116+77.7% | $10,705-98.1% | $115+78.5% |