Filed October 18, 2004
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 | $12,356 |
Service code 49 · EIN 52-2114207 | Other Services | $11,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,932 | $37,196+12.7% | $154,107-72.8% | $55,725-24.8% |
| Participation rate | 34.4% | 64.1%-29.7pp | 83.0%-48.7pp | 70.9%-36.5pp |
| Annual return | 5.34% | 1319.68%-1314.3pp | 735.12%-729.8pp | 244.93%-239.6pp |
| Employer contribution / active EE | $314 | $1,614-80.5% | $5,298-94.1% | $2,078-84.9% |
| Participant deferral / active EE | $865 | $2,068-58.2% | $5,081-83.0% | $3,356-74.2% |
| Admin fee / account holder | $82 | $102-18.9% | $13,411-99.4% | $115-28.5% |