Filed December 8, 2000
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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 23 · EIN 42-0127290 | Insurance services; Direct payment fr... | $1,464,776 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $245,771 |
Filed as: CAPLIN & DRYSDALE Service code 29 · EIN 52-1226629 | Legal | $60,130 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $16,065 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $117,535-100.0% | $108,235-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.4%-42.4pp | 32.2%-32.2pp | 48.7%-48.7pp |
| Annual return | -14.63% | -1.67%-13.0pp | -1.08%-13.5pp | -2.16%-12.5pp |
| Employer contribution / active EE | $0 | $44,358-100.0% | $35,779-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $17,025-100.0% | $13,449-100.0% | $12,572-100.0% |