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 | $25,446 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,517 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,806 | $69,848+42.9% | $115,756-13.8% | $66,914+49.2% |
| Participation rate | 100.0% | 70.6%+29.4pp | 77.1%+22.9pp | 69.8%+30.2pp |
| Annual return | -12.79% | 969.66%-982.5pp | 143.14%-155.9pp | 1.58%-14.4pp |
| Employer contribution / active EE | $4,486 | $2,613+71.7% | $3,793+18.3% | $2,544+76.3% |
| Participant deferral / active EE | $5,531 | $4,274+29.4% | $6,254-11.6% | $4,237+30.5% |
| Admin fee / account holder | $51 | $337-85.0% | $8,124-99.4% | $593-91.5% |