Filed July 23, 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,658 | $37,196-6.8% | $154,107-77.5% | $55,725-37.8% |
| Participation rate | 68.7% | 64.1%+4.6pp | 83.0%-14.3pp | 70.9%-2.1pp |
| Annual return | -3.44% | 1319.68%-1323.1pp | 735.12%-738.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $1,394 | $1,614-13.7% | $5,298-73.7% | $2,078-32.9% |
| Participant deferral / active EE | $1,335 | $2,068-35.4% | $5,081-73.7% | $3,356-60.2% |
| Admin fee / account holder | $63 | $102-37.5% | $13,411-99.5% | $115-44.9% |