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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,829 | $66,124+138.7% | $90,404+74.6% | $73,488+114.8% |
| Participation rate | 99.3% | 69.7%+29.6pp | 72.7%+26.6pp | 70.7%+28.6pp |
| Annual return | 14.67% | 17.65%-3.0pp | 1293.02%-1278.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $7,241 | $2,346+208.6% | $3,262+122.0% | $2,270+219.0% |
| Participant deferral / active EE | $3,676 | $3,039+21.0% | $3,963-7.2% | $3,740-1.7% |
| Admin fee / account holder | $207 | $396-47.7% | $5,611-96.3% | $513-59.6% |