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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,094 |
R.J.L. PENSION SERVICES, INC.3+ years Service code 13 · EIN 59-3033722 | Contract Administrator | $16,514 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 49 · EIN 34-1542819 | Other Services | $6,482 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $5,527 | $37,196-85.1% | $154,107-96.4% | $55,725-90.1% |
| Participation rate | 97.5% | 64.1%+33.4pp | 83.0%+14.4pp | 70.9%+26.6pp |
| Annual return | 5.94% | 1319.68%-1313.7pp | 735.12%-729.2pp | 244.93%-239.0pp |
| Employer contribution / active EE | $717 | $1,614-55.6% | $5,298-86.5% | $2,078-65.5% |
| Participant deferral / active EE | $1,138 | $2,068-45.0% | $5,081-77.6% | $3,356-66.1% |
| Admin fee / account holder | $60 | $102-41.1% | $13,411-99.6% | $115-48.1% |