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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,337 | $51,197+176.1% | $82,719+70.9% | $66,914+111.2% |
| Participation rate | 95.1% | 67.8%+27.3pp | 72.6%+22.5pp | 69.8%+25.3pp |
| Annual return | -14.69% | -9.64%-5.1pp | 701.18%-715.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $9,587 | $2,611+267.2% | $3,009+218.6% | $2,544+276.8% |
| Participant deferral / active EE | $5,845 | $3,458+69.0% | $4,395+33.0% | $4,237+38.0% |
| Admin fee / account holder | $159 | $416-61.8% | $5,329-97.0% | $593-73.2% |