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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,068 |
EQUITY SERVICES INC2 years Filed as: EQUITY SERVICES, INC. Service code 49 · EIN 03-0221141 | Other Services | $12,253 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,253 | $104,475+184.5% | $159,436+86.4% | $79,386+274.4% |
| Participation rate | 97.3% | 76.6%+20.7pp | 82.8%+14.5pp | 70.7%+26.6pp |
| Annual return | 16.04% | 67.95%-51.9pp | 263.57%-247.5pp | 116.85%-100.8pp |
| Employer contribution / active EE | $8,407 | $3,417+146.1% | $4,829+74.1% | $2,427+246.3% |
| Participant deferral / active EE | $11,673 | $6,467+80.5% | $7,352+58.8% | $4,046+188.5% |
| Admin fee / account holder | $246 | $711-65.4% | $10,799-97.7% | $626-60.8% |