Filed April 30, 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 49 · EIN 74-2794194 | Other Services | $21,421 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,392 | $82,130+36.8% | $453,369-75.2% | $79,386+41.6% |
| Participation rate | 100.0% | 73.4%+26.6pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 27.17% | 345.31%-318.1pp | 64.40%-37.2pp | 116.85%-89.7pp |
| Employer contribution / active EE | $4,929 | $2,659+85.4% | $4,070+21.1% | $2,427+103.0% |
| Participant deferral / active EE | $5,364 | $4,314+24.3% | $6,209-13.6% | $4,046+32.6% |
| Admin fee / account holder | $40 | $531-92.6% | $11,209-99.6% | $626-93.7% |