Filed February 16, 2011 (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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,698 | $84,936+118.6% | $111,297+66.8% | $79,386+133.9% |
| Participation rate | 93.8% | 75.9%+18.0pp | 77.3%+16.5pp | 70.7%+23.1pp |
| Annual return | 15.11% | 17.45%-2.3pp | 54.65%-39.5pp | 116.85%-101.7pp |
| Employer contribution / active EE | $3,812 | $1,979+92.6% | $2,731+39.6% | $2,427+57.0% |
| Participant deferral / active EE | $6,823 | $3,888+75.5% | $4,487+52.0% | $4,046+68.6% |
| Admin fee / account holder | $204 | $537-62.1% | $7,964-97.4% | $626-67.5% |