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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $252,635 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 | Advisory (Plan) | $70,745 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $18,900 |
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 | $82,768 | $89,282-7.3% | $94,646-12.5% | $74,419+11.2% |
| Participation rate | 97.8% | 82.4%+15.4pp | 80.8%+17.0pp | 70.7%+27.1pp |
| Annual return | 15.84% | 25.96%-10.1pp | 156.71%-140.9pp | 34.38%-18.5pp |
| Employer contribution / active EE | $3,712 | $3,022+22.8% | $3,672+1.1% | $2,637+40.8% |
| Participant deferral / active EE | $5,251 | $8,425-37.7% | $7,418-29.2% | $4,528+16.0% |
| Admin fee / account holder | $215 | $219-1.8% | $7,231-97.0% | $348-38.2% |