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 | $23,669 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,763 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,350 | $80,138+42.7% | $130,231-12.2% | $71,457+60.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | 10.59% | 16.81%-6.2pp | 38.77%-28.2pp | 28.85%-18.3pp |
| Employer contribution / active EE | $4,971 | $2,834+75.4% | $4,126+20.5% | $2,588+92.1% |
| Participant deferral / active EE | $5,397 | $4,641+16.3% | $6,799-20.6% | $4,289+25.8% |
| Admin fee / account holder | $38 | $1,035-96.4% | $6,020-99.4% | $1,587-97.6% |