Filed January 27, 2000
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,297 |
EMBREE FINANCIAL GROUP2+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $29,747 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 13 · EIN 13-4271932 | Contract Administrator | $7,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,072 | $63,299+37.6% | $91,001-4.3% | $62,292+39.8% |
| Participation rate | 96.6% | 73.3%+23.3pp | 75.6%+21.0pp | 69.5%+27.1pp |
| Annual return | 16.19% | 20.99%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,248 | $1,807+24.4% | $2,456-8.5% | $2,042+10.1% |
| Participant deferral / active EE | $4,640 | $2,943+57.7% | $3,547+30.8% | $3,169+46.4% |
| Admin fee / account holder | $429 | $468-8.2% | $5,417-92.1% | $479-10.4% |