Filed December 30, 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 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 | $22,235 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,584 | $88,515+82.6% | $162,163-0.4% | $67,579+139.1% |
| Participation rate | 99.9% | 86.8%+13.1pp | 87.6%+12.3pp | 71.3%+28.6pp |
| Annual return | 22.42% | 27.04%-4.6pp | 115.59%-93.2pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,710 | $3,563-52.0% | $5,614-69.5% | $2,148-20.4% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $19 | $124-84.9% | $10,843-99.8% | $142-86.9% |