Filed October 21, 1997
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 8-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 |
|---|---|---|
Service code 27 · EIN 82-5380759 | Advisory (Plan) | $70,394 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,912 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,321 | $78,275+86.9% | $109,143+34.1% | $86,799+68.6% |
| Participation rate | 99.1% | 73.8%+25.2pp | 75.9%+23.2pp | 72.3%+26.8pp |
| Annual return | 15.42% | 19.14%-3.7pp | 25.75%-10.3pp | 97.91%-82.5pp |
| Employer contribution / active EE | $12,006 | $3,105+286.7% | $3,722+222.6% | $2,405+399.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $9 | $198-95.7% | $6,752-99.9% | $170-94.9% |