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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $267,254 |
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 | $92,636 | $88,730+4.4% | $82,313+12.5% | $77,958+18.8% |
| Participation rate | 97.4% | 84.5%+12.8pp | 76.9%+20.5pp | 71.6%+25.7pp |
| Annual return | 17.36% | 20.88%-3.5pp | 25.88%-8.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $3,217 | $2,758+16.7% | $2,428+32.5% | $2,310+39.3% |
| Participant deferral / active EE | $5,988 | $4,634+29.2% | $3,706+61.6% | $3,537+69.3% |
| Admin fee / account holder | $124 | $74+67.1% | $5,608-97.8% | $97+27.0% |