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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $14,177 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,284 | $56,485-7.4% | $185,823-71.9% | $86,799-39.8% |
| Participation rate | 33.1% | 65.5%-32.4pp | 81.7%-48.6pp | 72.3%-39.2pp |
| Annual return | 13.26% | 118.04%-104.8pp | 122.05%-108.8pp | 97.91%-84.6pp |
| Employer contribution / active EE | $327 | $1,843-82.3% | $5,167-93.7% | $2,405-86.4% |
| Participant deferral / active EE | $957 | $2,553-62.5% | $5,568-82.8% | $4,131-76.8% |
| Admin fee / account holder | $81 | $150-45.7% | $16,237-99.5% | $170-52.1% |