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 | $221,294 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 | Contract Administrator | $1,456 |
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 | $126,188 | $56,095+125.0% | $178,490-29.3% | $90,288+39.8% |
| Participation rate | 94.9% | 65.6%+29.3pp | 81.9%+13.0pp | 73.4%+21.5pp |
| Annual return | 11.67% | 28.81%-17.1pp | 151.07%-139.4pp | 53.97%-42.3pp |
| Employer contribution / active EE | $1,296 | $1,572-17.6% | $5,011-74.1% | $2,524-48.6% |
| Participant deferral / active EE | $5,345 | $2,669+100.3% | $5,202+2.8% | $4,232+26.3% |
| Admin fee / account holder | $104 | $101+3.1% | $13,984-99.3% | $114-9.0% |