Filed July 14, 1995
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $161,389 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,968 | $128,899+0.8% | $113,168+14.8% | $102,872+26.3% |
| Participation rate | 98.8% | 87.0%+11.8pp | 76.6%+22.2pp | 73.0%+25.8pp |
| Annual return | 15.05% | 15.88%-0.8pp | 24.27%-9.2pp | 19.06%-4.0pp |
| Employer contribution / active EE | $4,481 | $3,713+20.7% | $2,975+50.6% | $3,526+27.1% |
| Participant deferral / active EE | $8,385 | $6,787+23.5% | $5,107+64.2% | $5,535+51.5% |
| Admin fee / account holder | $61 | $129-53.1% | $12,068-99.5% | $292-79.2% |