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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,780 |
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 | $40,953 | $62,928-34.9% | $172,739-76.3% | $67,579-39.4% |
| Participation rate | 64.5% | 64.5%+0.1pp | 82.6%-18.1pp | 71.3%-6.7pp |
| Annual return | 20.16% | 30.36%-10.2pp | 802.84%-782.7pp | 378.56%-358.4pp |
| Employer contribution / active EE | $1,347 | $1,636-17.6% | $5,143-73.8% | $2,148-37.3% |
| Participant deferral / active EE | $1,370 | $2,145-36.1% | $5,198-73.6% | $3,539-61.3% |
| Admin fee / account holder | $58 | $167-65.5% | $13,954-99.6% | $142-59.6% |