Filed October 7, 1998
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,330 |
ASA ADVISORS INC1 year Service code 27 · EIN 46-1729117 | Advisory (Plan) | $13,000 |
TRINITY WEALTH SECURITIES LLC2+ years Service code 49 · EIN 43-1892336 | Other Services | $6,672 |
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 | $83,276 | $60,165+38.4% | $74,183+12.3% | $55,167+51.0% |
| Participation rate | 97.4% | 74.2%+23.3pp | 76.6%+20.8pp | 69.0%+28.4pp |
| Annual return | 9.89% | 10.00%-0.1pp | 17.74%-7.8pp | 169.23%-159.3pp |
| Employer contribution / active EE | $4,080 | $1,600+155.1% | $2,370+72.2% | $1,963+107.9% |
| Participant deferral / active EE | $4,450 | $2,973+49.7% | $3,550+25.4% | $3,054+45.7% |
| Admin fee / account holder | $132 | $419-68.6% | $5,586-97.6% | $504-73.9% |