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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,363 |
EQUITY SERVICES INC4 years Filed as: EQUITY SERVICES, INC. Service code 49 · EIN 03-0221141 | Other Services | $11,101 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $258,208 | $91,407+182.5% | $135,903+90.0% | $71,457+261.3% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 16.11% | 29.90%-13.8pp | 68.23%-52.1pp | 28.85%-12.7pp |
| Employer contribution / active EE | $7,600 | $3,703+105.2% | $4,856+56.5% | $2,588+193.7% |
| Participant deferral / active EE | $11,675 | $7,092+64.6% | $7,758+50.5% | $4,289+172.2% |
| Admin fee / account holder | $693 | $1,266-45.2% | $10,762-93.6% | $1,587-56.3% |