Filed July 30, 2004
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,760 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,000 |
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 | $35,891 | $37,213-3.6% | $156,549-77.1% | $63,975-43.9% |
| Participation rate | 92.0% | 65.0%+27.0pp | 84.0%+7.9pp | 71.1%+20.8pp |
| Annual return | 7.32% | 47.89%-40.6pp | 32.23%-24.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $2,014 | $1,357+48.4% | $5,501-63.4% | $2,182-7.7% |
| Participant deferral / active EE | $2,769 | $2,070+33.8% | $4,871-43.2% | $3,356-17.5% |
| Admin fee / account holder | $14 | $56-74.6% | $13,027-99.9% | $70-79.7% |