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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,184 |
EQUITY SERVICES INC3 years Filed as: EQUITY SERVICES, INC. Service code 49 · EIN 03-0221141 | Other Services | $11,566 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,691 | $84,487+182.5% | $125,339+90.4% | $66,914+256.7% |
| Participation rate | 96.7% | 76.4%+20.3pp | 82.4%+14.4pp | 69.8%+26.9pp |
| Annual return | -16.60% | -8.39%-8.2pp | 572.05%-588.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $4,878 | $3,553+37.3% | $4,814+1.3% | $2,544+91.7% |
| Participant deferral / active EE | $11,434 | $6,781+68.6% | $7,446+53.5% | $4,237+169.9% |
| Admin fee / account holder | $757 | $685+10.5% | $10,010-92.4% | $593+27.6% |