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 | $12,918 |
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 | $133,905 | $51,620+159.4% | $90,281+48.3% | $65,185+105.4% |
| Participation rate | 98.6% | 68.6%+30.0pp | 73.3%+25.4pp | 70.2%+28.4pp |
| Annual return | 21.02% | 24.94%-3.9pp | 78.10%-57.1pp | 29.38%-8.4pp |
| Employer contribution / active EE | $6,871 | $2,235+207.5% | $2,854+140.7% | $2,177+215.7% |
| Participant deferral / active EE | $3,433 | $2,871+19.6% | $3,885-11.6% | $3,514-2.3% |
| Admin fee / account holder | $69 | $384-82.0% | $5,351-98.7% | $847-91.8% |