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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $186,772 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,826 |
GRANT THORNTON LLP1 year Service code 49 · EIN 36-6055558 | Other Services | $20,700 |
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 | $186,696 | $52,122+258.2% | $104,294+79.0% | $64,808+188.1% |
| Participation rate | 88.5% | 56.0%+32.5pp | 73.3%+15.2pp | 71.5%+17.0pp |
| Annual return | -17.15% | 13.26%-30.4pp | 24.61%-41.8pp | 32.82%-50.0pp |
| Employer contribution / active EE | $8,523 | $1,627+423.9% | $3,372+152.8% | $2,506+240.1% |
| Participant deferral / active EE | $10,399 | $2,823+268.4% | $4,625+124.9% | $4,310+141.3% |
| Admin fee / account holder | $209 | $155+35.0% | $7,339-97.2% | $188+11.1% |