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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,212 |
EMBREE FINANCIAL GROUP8+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $30,149 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 13 · EIN 13-4271932 | Contract Administrator | $6,180 |
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 | $102,218 | $79,944+27.9% | $98,439+3.8% | $75,163+36.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.82% | 19.75%-2.9pp | 21.16%-4.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,637 | $2,264+16.5% | $3,048-13.5% | $2,670-1.2% |
| Participant deferral / active EE | $6,428 | $3,752+71.3% | $4,738+35.7% | $4,125+55.8% |
| Admin fee / account holder | $499 | $6,840-92.7% | $8,948-94.4% | $5,651-91.2% |