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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,740 |
EMBREE FINANCIAL GROUP5+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $32,958 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 13 · EIN 13-4271932 | Contract Administrator | $7,306 |
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 | $118,710 | $81,208+46.2% | $98,907+20.0% | $79,858+48.7% |
| Participation rate | 95.2% | 72.5%+22.7pp | 76.0%+19.2pp | 69.6%+25.5pp |
| Annual return | 14.32% | 60.99%-46.7pp | 196.43%-182.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,674 | $1,960+36.5% | $2,689-0.6% | $2,471+8.2% |
| Participant deferral / active EE | $6,246 | $3,265+91.3% | $4,244+47.2% | $3,740+67.0% |
| Admin fee / account holder | $530 | $6,013-91.2% | $6,642-92.0% | $5,306-90.0% |