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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,163 |
CEDAR MOUNTAIN ADVISORS, LLC4 years Service code 27 · EIN 36-4586957 | Advisory (Plan) | $14,620 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $14,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,548 | $91,407-23.9% | $135,903-48.8% | $71,457-2.7% |
| Participation rate | 90.1% | 75.7%+14.5pp | 81.9%+8.2pp | 67.9%+22.2pp |
| Annual return | 17.32% | 29.90%-12.6pp | 68.23%-50.9pp | 28.85%-11.5pp |
| Employer contribution / active EE | $3,624 | $3,703-2.2% | $4,856-25.4% | $2,588+40.0% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $283 | $1,266-77.7% | $10,762-97.4% | $1,587-82.2% |