Filed April 30, 2005
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $910,356 |
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 | $29,976 | $37,026-19.0% | $78,778-61.9% | $177,276-83.1% |
| Participation rate | 88.2% | 54.2%+34.0pp | 69.2%+19.0pp | 74.8%+13.4pp |
| Annual return | 19.73% | 16.20%+3.5pp | 35.62%-15.9pp | 21.25%-1.5pp |
| Employer contribution / active EE | $1,136 | $730+55.6% | $1,986-42.8% | $2,479-54.2% |
| Participant deferral / active EE | $2,106 | $1,412+49.2% | $2,958-28.8% | $3,881-45.7% |
| Admin fee / account holder | $85 | $77+11.4% | $5,134-98.3% | $154-44.7% |