Filed January 4, 1994
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 |
|---|---|---|
EQUITY SERVICES INC4+ years Service code 49 · EIN 03-0221141 | Other Services | $6,808 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,043 |
Annual investment return 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 | $174,726 | $73,102+139.0% | $123,544+41.4% | $56,287+210.4% |
| Participation rate | 95.2% | 74.3%+20.9pp | 82.3%+12.9pp | 69.9%+25.3pp |
| Annual return | -7.11% | 3.01%-10.1pp | 119.20%-126.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $7,200 | $2,977+141.9% | $4,628+55.6% | $2,111+241.1% |
| Participant deferral / active EE | $9,231 | $5,423+70.2% | $6,426+43.7% | $3,350+175.6% |
| Admin fee / account holder | $25 | $554-95.5% | $9,284-99.7% | $521-95.3% |