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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,488 |
KESTRA INVESTMENT SERVICES LLC7+ years Service code 49 · EIN 74-2794194 | Other Services | $11,208 |
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 | $85,705 | $81,908+4.6% | $90,749-5.6% | $64,808+32.2% |
| Participation rate | 97.7% | 80.5%+17.2pp | 75.7%+22.0pp | 71.5%+26.2pp |
| Annual return | -12.93% | -12.53%-0.4pp | -12.16%-0.8pp | 32.82%-45.7pp |
| Employer contribution / active EE | $1,417 | $3,065-53.8% | $2,921-51.5% | $2,506-43.5% |
| Participant deferral / active EE | $3,914 | $4,840-19.1% | $4,564-14.2% | $4,310-9.2% |
| Admin fee / account holder | $53 | $157-66.3% | $8,445-99.4% | $188-71.8% |