Filed September 29, 1992 (most recent of 2 filings on file)
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,603 |
INDEPENDENT COMMUNITY BA2 years Service code 10 · EIN 41-0327400 | Accounting | $13,545 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,742 | $61,058+225.5% | $71,209+179.1% | $85,563+132.3% |
| Participation rate | 96.2% | 58.6%+37.7pp | 73.8%+22.5pp | 66.0%+30.3pp |
| Annual return | 15.77% | 100.41%-84.6pp | 282.51%-266.7pp | 31.51%-15.7pp |
| Employer contribution / active EE | $6,488 | $2,199+195.1% | $2,721+138.5% | $2,654+144.5% |
| Participant deferral / active EE | $10,597 | $3,173+234.0% | $4,175+153.8% | $4,375+142.2% |
| Admin fee / account holder | $279 | $855-67.3% | $5,349-94.8% | $834-66.5% |