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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $256,378 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $68,865 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $16,864 |
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 | $53,393 | $86,338-38.2% | $91,989-42.0% | $77,787-31.4% |
| Participation rate | 97.0% | 82.9%+14.1pp | 78.6%+18.4pp | 73.2%+23.8pp |
| Annual return | 25.67% | 29.65%-4.0pp | 69.02%-43.3pp | 32.57%-6.9pp |
| Employer contribution / active EE | $2,857 | $2,988-4.4% | $3,452-17.2% | $2,504+14.1% |
| Participant deferral / active EE | $3,500 | $6,908-49.3% | $5,923-40.9% | $3,967-11.8% |
| Admin fee / account holder | $181 | $79+128.2% | $7,743-97.7% | $100+80.9% |