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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $266,272 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $58,992 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $22,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,891 | $87,125-4.9% | $108,410-23.5% | $86,799-4.5% |
| Participation rate | 99.0% | 80.5%+18.5pp | 80.1%+18.9pp | 72.3%+26.7pp |
| Annual return | 9.46% | 25.21%-15.8pp | 905.27%-895.8pp | 97.91%-88.4pp |
| Employer contribution / active EE | $3,985 | $2,477+60.8% | $3,558+12.0% | $2,405+65.7% |
| Participant deferral / active EE | $4,758 | $6,944-31.5% | $6,563-27.5% | $4,131+15.2% |
| Admin fee / account holder | $224 | $130+71.8% | $7,295-96.9% | $170+32.0% |