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 | $14,038 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,645 |
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 | $50,593 | $46,292+9.3% | $143,757-64.8% | $64,808-21.9% |
| Participation rate | 31.0% | 64.2%-33.2pp | 80.3%-49.3pp | 71.5%-40.5pp |
| Annual return | -10.40% | -10.05%-0.4pp | -0.04%-10.4pp | 32.82%-43.2pp |
| Employer contribution / active EE | $327 | $1,910-82.9% | $4,951-93.4% | $2,506-87.0% |
| Participant deferral / active EE | $944 | $2,646-64.3% | $5,637-83.2% | $4,310-78.1% |
| Admin fee / account holder | $37 | $154-75.8% | $14,673-99.7% | $188-80.2% |