Filed November 27, 2002
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,616 |
Filed as: FIDELITY INVESTMENTS INT. OPER CO., Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,570 |
TIAA1 year Filed as: TIAA - TEACHERS INS AND ANN ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $126 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,980 | $39,898+82.9% | $121,196-39.8% | $55,725+31.0% |
| Participation rate | 86.8% | 61.2%+25.6pp | 71.7%+15.1pp | 70.9%+16.0pp |
| Annual return | -4.48% | -0.96%-3.5pp | 16.93%-21.4pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,211 | $1,295+70.7% | $4,022-45.0% | $2,078+6.4% |
| Participant deferral / active EE | $3,952 | $2,439+62.1% | $3,344+18.2% | $3,356+17.8% |
| Admin fee / account holder | $16 | $95-83.6% | $5,019-99.7% | $115-86.4% |