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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,417 |
KESTRA INVESTMENT SERVICES LLC9+ years Service code 49 · EIN 74-2794194 | Other Services | $12,833 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,551 | $92,055+3.8% | $106,213-10.0% | $77,643+23.1% |
| Participation rate | 95.5% | 81.0%+14.5pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 9.08% | 17.91%-8.8pp | 116.14%-107.1pp | 31.24%-22.2pp |
| Employer contribution / active EE | $1,441 | $3,367-57.2% | $3,171-54.6% | $2,726-47.1% |
| Participant deferral / active EE | $3,955 | $5,386-26.6% | $5,016-21.1% | $4,647-14.9% |
| Admin fee / account holder | $67 | $219-69.2% | $11,033-99.4% | $430-84.3% |