Filed February 4, 2004 (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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $172,859 |
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 | $22,100 | $31,036-28.8% | $71,796-69.2% | $65,292-66.2% |
| Participation rate | 97.8% | 56.1%+41.7pp | 69.1%+28.7pp | 72.4%+25.4pp |
| Annual return | 10.68% | 8.62%+2.1pp | 78.04%-67.4pp | 11.84%-1.2pp |
| Employer contribution / active EE | $1,117 | $662+68.6% | $1,924-42.0% | $2,302-51.5% |
| Participant deferral / active EE | $1,696 | $1,336+27.0% | $2,794-39.3% | $3,579-52.6% |
| Admin fee / account holder | $16 | $65-74.8% | $4,815-99.7% | $57-71.5% |