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 | $680 |
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 | $113,337 | $50,637+123.8% | $86,590+30.9% | $62,292+81.9% |
| Participation rate | 97.2% | 67.9%+29.3pp | 73.5%+23.6pp | 69.5%+27.7pp |
| Annual return | 15.69% | 20.80%-5.1pp | 964.84%-949.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $5,531 | $2,075+166.5% | $2,839+94.8% | $2,042+170.9% |
| Participant deferral / active EE | $2,951 | $2,611+13.0% | $3,609-18.2% | $3,169-6.9% |
| Admin fee / account holder | $4 | $413-99.1% | $4,906-99.9% | $479-99.2% |