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 | $12,324 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,591 | $55,415-37.6% | $155,509-77.8% | $74,495-53.6% |
| Participation rate | 57.4% | 61.9%-4.5pp | 78.2%-20.8pp | 67.2%-9.8pp |
| Annual return | 14.19% | 268.50%-254.3pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $388 | $2,267-82.9% | $4,672-91.7% | $2,623-85.2% |
| Participant deferral / active EE | $1,173 | $2,836-58.6% | $5,626-79.1% | $4,346-73.0% |
| Admin fee / account holder | $26 | $1,738-98.5% | $15,912-99.8% | $1,942-98.7% |