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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $253,556 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $45,752 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $15,450 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $12,000 |
SPENCER FANE LLP1 year Service code 29 · EIN 44-0561981 | Legal | $7,560 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,126 | $102,389-38.3% | $100,516-37.2% | $90,288-30.1% |
| Participation rate | 98.1% | 84.0%+14.1pp | 79.4%+18.7pp | 73.4%+24.8pp |
| Annual return | 14.84% | 22.50%-7.7pp | 30.89%-16.0pp | 53.97%-39.1pp |
| Employer contribution / active EE | $3,095 | $3,056+1.3% | $3,418-9.4% | $2,524+22.6% |
| Participant deferral / active EE | $4,043 | $7,514-46.2% | $6,270-35.5% | $4,232-4.5% |
| Admin fee / account holder | $181 | $83+117.8% | $8,081-97.8% | $114+59.0% |