Filed August 10, 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,227 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $24,264 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $102,803 | $88,083+16.7% | $164,813-37.6% | $74,495+38.0% |
| Participation rate | 97.5% | 73.0%+24.4pp | 78.6%+18.9pp | 67.2%+30.3pp |
| Annual return | 13.00% | 17.26%-4.3pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,986 | $2,593-23.4% | $4,341-54.3% | $2,623-24.3% |
| Participant deferral / active EE | $6,107 | $4,498+35.8% | $6,031+1.2% | $4,346+40.5% |
| Admin fee / account holder | $304 | $2,234-86.4% | $12,690-97.6% | $1,942-84.3% |