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 | $1,590 |
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 | $100,052 | $43,423+130.4% | $78,689+27.1% | $55,167+81.4% |
| Participation rate | 96.5% | 68.0%+28.5pp | 73.6%+23.0pp | 69.0%+27.5pp |
| Annual return | 8.21% | 11.53%-3.3pp | 62.18%-54.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $5,182 | $1,997+159.5% | $2,851+81.8% | $1,963+164.1% |
| Participant deferral / active EE | $2,683 | $2,509+7.0% | $3,517-23.7% | $3,054-12.1% |
| Admin fee / account holder | $9 | $416-97.9% | $4,510-99.8% | $504-98.3% |