Filed April 16, 2003 (most recent of 2 filings on file)
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 | $2,404 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,450 | $43,423+122.1% | $78,689+22.6% | $55,167+74.8% |
| Participation rate | 96.4% | 68.0%+28.4pp | 73.6%+22.9pp | 69.0%+27.4pp |
| Annual return | 5.04% | 11.53%-6.5pp | 62.18%-57.1pp | 169.23%-164.2pp |
| Employer contribution / active EE | $6,062 | $1,997+203.6% | $2,851+112.7% | $1,963+208.9% |
| Participant deferral / active EE | $4,130 | $2,509+64.6% | $3,517+17.4% | $3,054+35.2% |
| Admin fee / account holder | $10 | $416-97.5% | $4,510-99.8% | $504-98.0% |