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 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 |
|---|---|---|
Filed as: NEARMAN, MATNARD & VALIEZ CPAS Service code 10 · EIN 59-1906466 | Accounting | $7,500 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,721 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,214 | $111,608-52.3% | $177,821-70.1% | $73,409-27.5% |
| Participation rate | 99.4% | 87.9%+11.5pp | 87.7%+11.6pp | 72.2%+27.2pp |
| Annual return | 13.37% | 18.23%-4.9pp | 48.32%-35.0pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,237 | $3,796-67.4% | $5,918-79.1% | $2,234-44.6% |
| Participant deferral / active EE | $3,674 | $6,199-40.7% | $7,714-52.4% | $3,805-3.5% |
| Admin fee / account holder | $28 | $166-83.2% | $12,427-99.8% | $158-82.3% |