Filed April 23, 2008
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,975 |
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 | $45,159 | $36,916+22.3% | $156,549-71.2% | $57,658-21.7% |
| Participation rate | 99.1% | 63.4%+35.7pp | 84.0%+15.1pp | 70.2%+28.9pp |
| Annual return | 7.96% | 12.38%-4.4pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $4,430 | $1,571+182.1% | $5,501-19.5% | $1,974+124.4% |
| Participant deferral / active EE | $3,839 | $1,926+99.3% | $4,871-21.2% | $3,061+25.4% |
| Admin fee / account holder | $103 | $82+24.9% | $13,027-99.2% | $95+9.0% |