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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,654 |
Filed as: CEDAR MOUNTAIN ADVISORS Service code 26 · EIN 36-4586957 | Advisory (Participants) | $16,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,244 | $101,317-21.8% | $146,958-46.1% | $74,495+6.4% |
| Participation rate | 87.8% | 75.5%+12.3pp | 82.2%+5.7pp | 67.2%+20.6pp |
| Annual return | 14.72% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,840 | $3,810+0.8% | $4,933-22.2% | $2,623+46.4% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $240 | $1,739-86.2% | $12,998-98.2% | $1,942-87.6% |