Filed June 25, 2003
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 | $93,594 |
CEDAR MOUNTAIN ADVISORS, LLC2 years Service code 27 · EIN 36-4586957 | Advisory (Plan) | $14,022 |
SHEA LABAGH DOBBERSTEIN7+ years Service code 10 · EIN 94-2290202 | Accounting | $11,500 |
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 | $75,997 | $104,475-27.3% | $159,436-52.3% | $79,386-4.3% |
| Participation rate | 96.0% | 76.6%+19.4pp | 82.8%+13.2pp | 70.7%+25.3pp |
| Annual return | 14.38% | 67.95%-53.6pp | 263.57%-249.2pp | 116.85%-102.5pp |
| Employer contribution / active EE | $3,552 | $3,417+4.0% | $4,829-26.5% | $2,427+46.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $312 | $711-56.1% | $10,799-97.1% | $626-50.2% |