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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,815 |
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 | $139,980 | $51,620+171.2% | $90,281+55.0% | $65,185+114.7% |
| Participation rate | 96.4% | 68.6%+27.7pp | 73.3%+23.1pp | 70.2%+26.2pp |
| Annual return | 23.33% | 24.94%-1.6pp | 78.10%-54.8pp | 29.38%-6.1pp |
| Employer contribution / active EE | $8,031 | $2,235+259.4% | $2,854+181.4% | $2,177+269.0% |
| Participant deferral / active EE | $4,504 | $2,871+56.9% | $3,885+15.9% | $3,514+28.2% |
| Admin fee / account holder | $50 | $384-87.0% | $5,351-99.1% | $847-94.1% |