Filed March 30, 2012 (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 | $105,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,213 | $185,342+4.8% | $111,297+74.5% | $86,799+123.7% |
| Participation rate | 99.1% | 81.0%+18.1pp | 77.3%+21.8pp | 72.3%+26.8pp |
| Annual return | 14.83% | 500.80%-486.0pp | 54.65%-39.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $1,869 | $2,246-16.8% | $2,731-31.6% | $2,405-22.3% |
| Participant deferral / active EE | $8,631 | $4,458+93.6% | $4,487+92.3% | $4,131+108.9% |
| Admin fee / account holder | $203 | $255-20.5% | $7,964-97.4% | $170+19.8% |