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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,167 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,250 |
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 | $95,731 | $65,592+45.9% | $90,160+6.2% | $69,631+37.5% |
| Participation rate | 91.2% | 77.6%+13.6pp | 76.9%+14.3pp | 70.7%+20.5pp |
| Annual return | 16.85% | 57.10%-40.2pp | 34.88%-18.0pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $2,659 | $2,193+21.2% | $3,318-19.9% | $2,032+30.8% |
| Participant deferral / active EE | $7,845 | $5,257+49.2% | $5,288+48.4% | $3,224+143.4% |
| Admin fee / account holder | $9 | $86-89.1% | $5,943-99.8% | $110-91.6% |