Filed June 2, 2003
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,516 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $79,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,559 | $92,971-8.0% | $96,683-11.5% | $74,419+15.0% |
| Participation rate | 96.6% | 71.5%+25.1pp | 74.3%+22.3pp | 70.7%+25.9pp |
| Annual return | 19.72% | 37.49%-17.8pp | 35.69%-16.0pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,323 | $3,426-32.2% | $3,737-37.8% | $2,637-11.9% |
| Participant deferral / active EE | $7,824 | $3,970+97.1% | $4,878+60.4% | $4,528+72.8% |
| Admin fee / account holder | $317 | $633-49.9% | $6,730-95.3% | $348-8.9% |