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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $188,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,526 | $176,491-37.4% | $95,952+15.2% | $90,288+22.4% |
| Participation rate | 98.5% | 86.6%+11.9pp | 77.1%+21.4pp | 73.4%+25.1pp |
| Annual return | 17.18% | 20.14%-3.0pp | 91.61%-74.4pp | 53.97%-36.8pp |
| Employer contribution / active EE | $3,717 | $2,789+33.3% | $2,541+46.3% | $2,524+47.3% |
| Participant deferral / active EE | $7,284 | $5,340+36.4% | $4,167+74.8% | $4,232+72.1% |
| Admin fee / account holder | $80 | $154-47.9% | $6,795-98.8% | $114-29.6% |