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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,466 |
EQUITY SERVICES INC1 year Filed as: EQUITY SERVICES, INC. Service code 49 · EIN 03-0221141 | Other Services | $8,611 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,689 | $99,957+157.8% | $149,696+72.1% | $73,488+250.7% |
| Participation rate | 97.5% | 75.7%+21.8pp | 82.5%+15.1pp | 70.7%+26.9pp |
| Annual return | 15.53% | 53.87%-38.3pp | 276.60%-261.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $7,787 | $3,191+144.0% | $4,644+67.7% | $2,270+243.0% |
| Participant deferral / active EE | $10,059 | $6,073+65.6% | $6,842+47.0% | $3,740+169.0% |
| Admin fee / account holder | $322 | $551-41.6% | $9,309-96.5% | $513-37.3% |