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 | $39,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,816 | $51,197+188.7% | $82,719+78.7% | $66,914+120.9% |
| Participation rate | 97.9% | 67.8%+30.1pp | 72.6%+25.3pp | 69.8%+28.1pp |
| Annual return | -15.28% | -9.64%-5.6pp | 701.18%-716.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $7,777 | $2,611+197.9% | $3,009+158.5% | $2,544+205.7% |
| Participant deferral / active EE | $4,437 | $3,458+28.3% | $4,395+1.0% | $4,237+4.7% |
| Admin fee / account holder | $214 | $416-48.5% | $5,329-96.0% | $593-63.9% |