Filed March 20, 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,213 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,723 | $89,588+223.4% | $136,007+113.0% | $77,671+273.0% |
| Participation rate | 98.2% | 74.3%+23.9pp | 76.5%+21.7pp | 70.6%+27.6pp |
| Annual return | 17.76% | 17.42%+0.3pp | 579.32%-561.6pp | 31.21%-13.4pp |
| Employer contribution / active EE | $4,806 | $3,491+37.7% | $4,215+14.0% | $2,726+76.3% |
| Participant deferral / active EE | $14,013 | $5,591+150.6% | $7,024+99.5% | $4,648+201.5% |
| Admin fee / account holder | $13 | $539-97.7% | $6,858-99.8% | $430-97.1% |