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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,725 |
KESTRA INVESTMENT SERVICES LLC8+ years Service code 49 · EIN 74-2794194 | Other Services | $11,108 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,006 | $84,784+15.6% | $98,439-0.4% | $74,419+31.7% |
| Participation rate | 96.6% | 81.5%+15.1pp | 75.2%+21.5pp | 70.7%+25.9pp |
| Annual return | 11.33% | 20.59%-9.3pp | 21.16%-9.8pp | 34.38%-23.0pp |
| Employer contribution / active EE | $1,464 | $3,364-56.5% | $3,048-52.0% | $2,637-44.5% |
| Participant deferral / active EE | $3,987 | $5,218-23.6% | $4,738-15.8% | $4,528-11.9% |
| Admin fee / account holder | $46 | $204-77.3% | $8,948-99.5% | $348-86.7% |