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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $258,988 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $76,949 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $20,475 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,687 | $89,808+1.0% | $100,391-9.7% | $77,643+16.8% |
| Participation rate | 99.0% | 81.2%+17.8pp | 81.5%+17.5pp | 70.6%+28.4pp |
| Annual return | 11.40% | 20.62%-9.2pp | 49.20%-37.8pp | 31.24%-19.8pp |
| Employer contribution / active EE | $3,504 | $3,039+15.3% | $3,942-11.1% | $2,726+28.5% |
| Participant deferral / active EE | $5,302 | $8,284-36.0% | $8,082-34.4% | $4,647+14.1% |
| Admin fee / account holder | $224 | $174+28.4% | $7,899-97.2% | $430-48.0% |