Filed April 13, 2001
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 | $14,454 |
KESTRA INVESTMENT SERVICES LLC6+ years Service code 49 · EIN 74-2794194 | Other Services | $13,076 |
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 | $103,841 | $93,131+11.5% | $106,548-2.5% | $86,799+19.6% |
| Participation rate | 96.0% | 81.4%+14.5pp | 76.1%+19.8pp | 72.3%+23.7pp |
| Annual return | 12.94% | 19.45%-6.5pp | 26.80%-13.9pp | 97.91%-85.0pp |
| Employer contribution / active EE | $1,318 | $2,895-54.5% | $2,819-53.2% | $2,405-45.2% |
| Participant deferral / active EE | $3,597 | $4,708-23.6% | $4,398-18.2% | $4,131-12.9% |
| Admin fee / account holder | $40 | $145-72.2% | $7,407-99.5% | $170-76.3% |