Filed January 1, 2010 (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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,501 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,312 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,375 | $87,870+13.1% | $113,168-12.2% | $74,304+33.7% |
| Participation rate | 88.2% | 70.7%+17.4pp | 76.6%+11.6pp | 60.3%+27.8pp |
| Annual return | 16.01% | 26.44%-10.4pp | 24.27%-8.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $2,453 | $2,277+7.7% | $2,975-17.5% | $2,241+9.5% |
| Participant deferral / active EE | $4,818 | $4,241+13.6% | $5,107-5.7% | $3,767+27.9% |
| Admin fee / account holder | $427 | $3,368-87.3% | $12,068-96.5% | $2,969-85.6% |