Filed January 6, 2003
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 | $269,422 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $25,832 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,832 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $237,944 | $62,581+280.2% | $124,672+90.9% | $86,799+174.1% |
| Participation rate | 89.4% | 56.9%+32.5pp | 74.6%+14.8pp | 72.3%+17.1pp |
| Annual return | 15.89% | 26.67%-10.8pp | 5142.93%-5127.0pp | 97.91%-82.0pp |
| Employer contribution / active EE | $8,757 | $1,604+446.0% | $3,324+163.5% | $2,405+264.1% |
| Participant deferral / active EE | $10,203 | $2,725+274.4% | $4,614+121.1% | $4,131+147.0% |
| Admin fee / account holder | $316 | $170+86.2% | $7,493-95.8% | $170+86.3% |