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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $178,660 |
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 | $24,846 | $39,909-37.7% | $78,778-68.5% | $80,976-69.3% |
| Participation rate | 98.9% | 55.7%+43.1pp | 69.2%+29.7pp | 68.3%+30.6pp |
| Annual return | 14.62% | 23.47%-8.8pp | 35.62%-21.0pp | 22.91%-8.3pp |
| Employer contribution / active EE | $1,195 | $778+53.6% | $1,986-39.8% | $2,402-50.3% |
| Participant deferral / active EE | $1,947 | $1,359+43.2% | $2,958-34.2% | $3,848-49.4% |
| Admin fee / account holder | $16 | $50-68.1% | $5,134-99.7% | $67-76.5% |