Filed December 21, 1992 (most recent of 2 filings on file)
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,953 |
Filed as: FIDUCIARY INVESTMENT ADV Service code 27 · EIN 20-4751585 | Advisory (Plan) | $20,906 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SVCS Service code 27 · EIN 41-0944586 | Advisory (Plan) | $20,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,942 | $73,404+14.4% | $87,100-3.6% | $67,579+24.2% |
| Participation rate | 89.9% | 80.9%+9.0pp | 76.9%+13.0pp | 71.3%+18.6pp |
| Annual return | 23.63% | 48.29%-24.7pp | 28.19%-4.6pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,514 | $2,014-24.8% | $2,521-39.9% | $2,148-29.5% |
| Participant deferral / active EE | $4,178 | $3,913+6.8% | $4,049+3.2% | $3,539+18.0% |
| Admin fee / account holder | $287 | $142+102.6% | $7,497-96.2% | $142+101.6% |