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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $255,543 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $91,002 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $21,525 |
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 | $70,916 | $64,612+9.8% | $86,436-18.0% | $64,808+9.4% |
| Participation rate | 97.7% | 81.5%+16.2pp | 80.3%+17.4pp | 71.5%+26.2pp |
| Annual return | -14.58% | 0.66%-15.2pp | 4394.89%-4409.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $3,516 | $2,744+28.1% | $3,769-6.7% | $2,506+40.3% |
| Participant deferral / active EE | $4,974 | $7,497-33.7% | $6,952-28.4% | $4,310+15.4% |
| Admin fee / account holder | $212 | $169+25.4% | $6,731-96.8% | $188+12.9% |