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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,674 |
EQUITY SERVICES INC5+ years Service code 49 · EIN 03-0221141 | Other Services | $8,905 |
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 | $234,907 | $89,652+162.0% | $141,162+66.4% | $65,185+260.4% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.5%+10.9pp | 70.2%+23.1pp |
| Annual return | 22.64% | 32.79%-10.2pp | 71.39%-48.8pp | 29.38%-6.7pp |
| Employer contribution / active EE | $7,917 | $3,065+158.3% | $4,735+67.2% | $2,177+263.7% |
| Participant deferral / active EE | $9,554 | $5,691+67.9% | $6,709+42.4% | $3,514+171.9% |
| Admin fee / account holder | $146 | $569-74.2% | $10,261-98.6% | $847-82.7% |