Filed June 1, 1998
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,246 | $88,087-29.3% | $164,866-62.2% | $74,546-16.5% |
| Participation rate | 63.6% | 73.1%-9.5pp | 78.6%-15.0pp | 67.2%-3.6pp |
| Annual return | 13.92% | 17.27%-3.4pp | 69.97%-56.1pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $1,691 | $2,595-34.9% | $4,343-61.1% | $2,624-35.6% |
| Participant deferral / active EE | $2,990 | $4,499-33.5% | $6,033-50.4% | $4,347-31.2% |
| Admin fee / account holder | $269 | $2,232-88.0% | $12,689-97.9% | $1,944-86.2% |