Filed January 6, 2000
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,334 |
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,501 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,072 | $63,924+30.0% | $108,579-23.5% | $55,167+50.6% |
| Participation rate | 89.4% | 74.3%+15.0pp | 79.6%+9.8pp | 69.0%+20.4pp |
| Annual return | 6.55% | 15.31%-8.8pp | -51.70%+58.2pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,254 | $1,879-33.3% | $3,758-66.6% | $1,963-36.1% |
| Participant deferral / active EE | $3,625 | $3,067+18.2% | $4,311-15.9% | $3,054+18.7% |
| Admin fee / account holder | $495 | $618-19.8% | $7,645-93.5% | $504-1.7% |