Filed September 2, 2009 (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 9-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,062 |
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 | $142,019 | $44,989+215.7% | $170,442-16.7% | $77,958+82.2% |
| Participation rate | 94.0% | 64.6%+29.4pp | 83.6%+10.4pp | 71.6%+22.3pp |
| Annual return | 15.05% | 19.61%-4.6pp | 205.93%-190.9pp | 20.87%-5.8pp |
| Employer contribution / active EE | $5,677 | $1,466+287.2% | $5,433+4.5% | $2,310+145.7% |
| Participant deferral / active EE | $4,352 | $2,208+97.2% | $4,939-11.9% | $3,537+23.1% |
| Admin fee / account holder | $98 | $69+41.4% | $13,880-99.3% | $97+0.2% |