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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $284,464 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $69,749 |
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 | $48,682 | $62,543-22.2% | $83,333-41.6% | $55,725-12.6% |
| Participation rate | 97.3% | 78.4%+18.9pp | 77.8%+19.6pp | 70.9%+26.5pp |
| Annual return | -5.28% | 14.85%-20.1pp | 10.63%-15.9pp | 244.93%-250.2pp |
| Employer contribution / active EE | $2,778 | $2,427+14.5% | $3,379-17.8% | $2,078+33.7% |
| Participant deferral / active EE | $3,499 | $5,682-38.4% | $5,565-37.1% | $3,356+4.3% |
| Admin fee / account holder | $235 | $103+127.8% | $7,510-96.9% | $115+103.9% |