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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,225 |
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 | $47,417 | $52,293-9.3% | $178,490-73.4% | $73,409-35.4% |
| Participation rate | 65.3% | 65.3%-0.1pp | 81.9%-16.6pp | 72.2%-6.9pp |
| Annual return | 14.63% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,822 | $1,735+5.0% | $5,011-63.6% | $2,234-18.4% |
| Participant deferral / active EE | $1,545 | $2,332-33.8% | $5,202-70.3% | $3,805-59.4% |
| Admin fee / account holder | $52 | $127-59.2% | $13,984-99.6% | $158-67.1% |