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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,828 |
EMBREE FINANCIAL GROUP3+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $33,424 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 13 · EIN 13-4271932 | Contract Administrator | $7,718 |
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 | $84,314 | $58,083+45.2% | $80,019+5.4% | $56,287+49.8% |
| Participation rate | 95.0% | 73.6%+21.4pp | 75.8%+19.1pp | 69.9%+25.1pp |
| Annual return | -4.80% | 34.61%-39.4pp | 11.22%-16.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,408 | $1,932+24.7% | $2,468-2.4% | $2,111+14.1% |
| Participant deferral / active EE | $4,989 | $3,135+59.1% | $3,686+35.4% | $3,350+48.9% |
| Admin fee / account holder | $453 | $623-27.2% | $6,521-93.1% | $521-13.1% |