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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $176,806 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FIN ADV Service code 27 · EIN 38-1357951 | Advisory (Plan) | $43,500 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,500 |
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 | $101,887 | $111,608-8.7% | $177,821-42.7% | $73,409+38.8% |
| Participation rate | 97.9% | 87.9%+10.0pp | 87.7%+10.1pp | 72.2%+25.7pp |
| Annual return | 16.58% | 18.23%-1.6pp | 48.32%-31.7pp | 59.29%-42.7pp |
| Employer contribution / active EE | $4,960 | $3,796+30.7% | $5,918-16.2% | $2,234+122.1% |
| Participant deferral / active EE | $4,726 | $6,199-23.8% | $7,714-38.7% | $3,805+24.2% |
| Admin fee / account holder | $235 | $166+42.1% | $12,427-98.1% | $158+49.0% |