Filed July 21, 2003
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 9-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,450 |
R.J.L. PENSION SERVICES, INC.2+ years Service code 13 · EIN 59-3033722 | Contract Administrator | $11,829 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,189 | $46,173-88.8% | $170,442-97.0% | $69,631-92.5% |
| Participation rate | 94.1% | 63.9%+30.2pp | 83.6%+10.5pp | 70.7%+23.4pp |
| Annual return | 9.49% | 21.62%-12.1pp | 205.93%-196.4pp | 27571.02%-27561.5pp |
| Employer contribution / active EE | $380 | $1,610-76.4% | $5,433-93.0% | $2,032-81.3% |
| Participant deferral / active EE | $755 | $2,080-63.7% | $4,939-84.7% | $3,224-76.6% |
| Admin fee / account holder | $48 | $116-58.9% | $13,880-99.7% | $110-56.9% |