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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $159,550 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL 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 | $84,948 | $88,515-4.0% | $162,163-47.6% | $67,579+25.7% |
| Participation rate | 96.2% | 86.8%+9.4pp | 87.6%+8.7pp | 71.3%+24.9pp |
| Annual return | 26.04% | 27.04%-1.0pp | 115.59%-89.6pp | 378.56%-352.5pp |
| Employer contribution / active EE | $4,412 | $3,563+23.8% | $5,614-21.4% | $2,148+105.4% |
| Participant deferral / active EE | $4,215 | $5,724-26.4% | $7,298-42.2% | $3,539+19.1% |
| Admin fee / account holder | $219 | $124+77.3% | $10,843-98.0% | $142+54.1% |