Filed May 8, 2002
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,216 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $5,005 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,412 | $58,726-2.2% | $92,233-37.8% | $62,292-7.8% |
| Participation rate | 88.6% | 68.3%+20.2pp | 76.5%+12.1pp | 69.5%+19.1pp |
| Annual return | 15.80% | 43.62%-27.8pp | 176.28%-160.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,322 | $2,392-44.7% | $3,679-64.1% | $2,042-35.3% |
| Participant deferral / active EE | $2,672 | $2,766-3.4% | $3,897-31.4% | $3,169-15.7% |
| Admin fee / account holder | $296 | $556-46.8% | $5,194-94.3% | $479-38.2% |