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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,048 |
Service code 27 · EIN 75-3204798 | Advisory (Plan) | $85,657 |
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 | $97,960 | $82,917+18.1% | $103,333-5.2% | $77,643+26.2% |
| Participation rate | 96.3% | 71.6%+24.8pp | 74.5%+21.8pp | 70.6%+25.7pp |
| Annual return | 13.98% | 19.13%-5.2pp | 24.88%-10.9pp | 31.24%-17.3pp |
| Employer contribution / active EE | $3,383 | $3,552-4.7% | $3,868-12.5% | $2,726+24.1% |
| Participant deferral / active EE | $8,642 | $4,108+110.4% | $5,057+70.9% | $4,647+86.0% |
| Admin fee / account holder | $315 | $638-50.7% | $8,355-96.2% | $430-26.9% |