Filed September 22, 1992 (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 7-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 | $16,254 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,657 | $65,118-60.6% | $76,768-66.6% | $55,725-54.0% |
| Participation rate | 99.4% | 79.6%+19.8pp | 77.0%+22.4pp | 70.9%+28.5pp |
| Annual return | 0.00% | -1.27%+1.3pp | 2.43%-2.4pp | 244.93%-244.9pp |
| Employer contribution / active EE | $2,615 | $1,941+34.7% | $2,485+5.2% | $2,078+25.8% |
| Participant deferral / active EE | $3,174 | $3,688-13.9% | $3,852-17.6% | $3,356-5.4% |
| Admin fee / account holder | $45 | $116-60.9% | $6,675-99.3% | $115-60.7% |