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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $214,306 |
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 | $97,814 | $105,247-7.1% | $87,100+12.3% | $77,787+25.7% |
| Participation rate | 98.0% | 85.8%+12.3pp | 76.9%+21.2pp | 73.2%+24.8pp |
| Annual return | 22.94% | 24.52%-1.6pp | 28.19%-5.2pp | 32.57%-9.6pp |
| Employer contribution / active EE | $3,756 | $2,895+29.8% | $2,521+49.0% | $2,504+50.0% |
| Participant deferral / active EE | $7,020 | $5,060+38.7% | $4,049+73.4% | $3,967+77.0% |
| Admin fee / account holder | $90 | $104-13.5% | $7,497-98.8% | $100-9.7% |