Filed December 17, 1992
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,490 |
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $31,593 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,779 | $83,369+67.7% | $105,223+32.8% | $67,986+105.6% |
| Participation rate | 92.5% | 56.3%+36.2pp | 75.0%+17.4pp | 57.2%+35.2pp |
| Annual return | 16.65% | 24.64%-8.0pp | 180.65%-164.0pp | 31.67%-15.0pp |
| Employer contribution / active EE | $2,477 | $2,541-2.5% | $3,689-32.8% | $2,019+22.7% |
| Participant deferral / active EE | $8,127 | $3,295+146.6% | $5,072+60.2% | $3,358+142.0% |
| Admin fee / account holder | $525 | $4,073-87.1% | $8,859-94.1% | $3,203-83.6% |