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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,769 |
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 | $32,471 | $73,404-55.8% | $87,100-62.7% | $67,579-52.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 20.39% | 48.29%-27.9pp | 28.19%-7.8pp | 378.56%-358.2pp |
| Employer contribution / active EE | $2,693 | $2,014+33.7% | $2,521+6.8% | $2,148+25.4% |
| Participant deferral / active EE | $3,588 | $3,913-8.3% | $4,049-11.4% | $3,539+1.4% |
| Admin fee / account holder | $96 | $142-31.9% | $7,497-98.7% | $142-32.2% |