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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $840 |
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 | $116,842 | $50,637+130.7% | $86,590+34.9% | $62,292+87.6% |
| Participation rate | 97.5% | 67.9%+29.7pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 17.34% | 20.80%-3.5pp | 964.84%-947.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $6,514 | $2,075+213.9% | $2,839+129.4% | $2,042+219.0% |
| Participant deferral / active EE | $4,586 | $2,611+75.6% | $3,609+27.1% | $3,169+44.7% |
| Admin fee / account holder | $4 | $413-99.1% | $4,906-99.9% | $479-99.2% |