Filed September 6, 1990
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,794 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,867 | $76,000-84.4% | $154,107-92.3% | $64,186-81.5% |
| Participation rate | 99.0% | 70.4%+28.6pp | 83.0%+15.9pp | 69.6%+29.4pp |
| Annual return | 6.25% | 30.32%-24.1pp | 735.12%-728.9pp | 7.63%-1.4pp |
| Employer contribution / active EE | $46 | $3,351-98.6% | $5,298-99.1% | $2,381-98.1% |
| Participant deferral / active EE | $1,564 | $3,175-50.7% | $5,081-69.2% | $3,470-54.9% |
| Admin fee / account holder | $103 | $5,596-98.2% | $13,411-99.2% | $4,888-97.9% |