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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COMPANYH Service code 13 · EIN 42-0127290 | Contract Administrator | $262,716 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 | Contract Administrator | $1,216 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,912 | $47,456+159.0% | $172,739-28.8% | $77,787+58.0% |
| Participation rate | 95.0% | 66.3%+28.7pp | 82.6%+12.4pp | 73.2%+21.8pp |
| Annual return | 4.45% | 35.57%-31.1pp | 802.84%-798.4pp | 32.57%-28.1pp |
| Employer contribution / active EE | $5,692 | $1,574+261.6% | $5,143+10.7% | $2,504+127.3% |
| Participant deferral / active EE | $4,860 | $2,560+89.9% | $5,198-6.5% | $3,967+22.5% |
| Admin fee / account holder | $132 | $81+63.8% | $13,954-99.1% | $100+32.3% |