Filed November 3, 2003 (most recent of 2 filings on file)
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,471 |
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $27,000 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 53-0193519 | Actuarial | $10,000 |
MILLIMAN, INC.1+ years Service code 11 · EIN 91-0675641 | Actuarial | $5,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $84,454 | $55,182+53.0% | $73,307+15.2% | $55,191+53.0% |
| Participation rate | 90.5% | 73.9%+16.6pp | 74.9%+15.6pp | 69.2%+21.4pp |
| Annual return | 1.73% | 8.55%-6.8pp | 5.67%-3.9pp | 10.78%-9.1pp |
| Employer contribution / active EE | $11,532 | $1,935+496.1% | $3,237+256.2% | $1,899+507.4% |
| Participant deferral / active EE | $31,769 | $4,641+584.5% | $4,991+536.5% | $3,046+942.8% |
| Admin fee / account holder | $9 | $68-86.7% | $5,637-99.8% | $91-90.0% |