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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,520 |
KESTRA INVESTMENT SERVICES LLC10+ years Service code 49 · EIN 74-2794194 | Other Services | $12,775 |
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 | $103,988 | $104,919-0.9% | $116,228-10.5% | $85,563+21.5% |
| Participation rate | 95.3% | 78.6%+16.7pp | 74.6%+20.7pp | 66.0%+29.3pp |
| Annual return | 13.07% | 15.38%-2.3pp | 90.06%-77.0pp | 31.51%-18.4pp |
| Employer contribution / active EE | $1,464 | $3,485-58.0% | $2,994-51.1% | $2,654-44.8% |
| Participant deferral / active EE | $3,970 | $5,306-25.2% | $4,953-19.9% | $4,375-9.3% |
| Admin fee / account holder | $39 | $429-90.9% | $11,989-99.7% | $834-95.3% |