Filed August 13, 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $182,055 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $91,997 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,139 | $80,360-35.1% | $90,160-42.2% | $77,958-33.1% |
| Participation rate | 97.0% | 81.9%+15.1pp | 76.9%+20.2pp | 71.6%+25.4pp |
| Annual return | 18.83% | 24.56%-5.7pp | 34.88%-16.0pp | 20.87%-2.0pp |
| Employer contribution / active EE | $3,271 | $2,326+40.7% | $3,318-1.4% | $2,310+41.6% |
| Participant deferral / active EE | $3,287 | $5,829-43.6% | $5,288-37.8% | $3,537-7.0% |
| Admin fee / account holder | $167 | $64+162.2% | $5,943-97.2% | $97+71.7% |