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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,254 |
EMBREE FINANCIAL GROUP7+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $30,398 |
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 13 · EIN 13-4271932 | Contract Administrator | $6,751 |
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 | $91,698 | $73,004+25.6% | $90,749+1.0% | $68,494+33.9% |
| Participation rate | 95.1% | 70.8%+24.2pp | 75.7%+19.4pp | 67.9%+27.2pp |
| Annual return | -16.76% | -13.81%-3.0pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,626 | $2,193+19.8% | $2,921-10.1% | $2,596+1.2% |
| Participant deferral / active EE | $6,095 | $3,627+68.1% | $4,564+33.6% | $4,027+51.4% |
| Admin fee / account holder | $480 | $5,896-91.9% | $8,445-94.3% | $5,403-91.1% |