Filed April 15, 1998
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,326 | $102,553-8.0% | $151,611-37.8% | $66,914+41.0% |
| Participation rate | 91.2% | 85.5%+5.7pp | 87.5%+3.7pp | 69.8%+21.4pp |
| Annual return | -16.61% | -10.82%-5.8pp | 3.33%-19.9pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,750 | $4,180-58.1% | $6,166-71.6% | $2,544-31.2% |
| Participant deferral / active EE | $6,929 | $6,641+4.3% | $8,363-17.2% | $4,237+63.5% |
| Admin fee / account holder | $239 | $630-62.1% | $11,616-97.9% | $593-59.7% |