Filed December 11, 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 | $31,812 |
SECURIAN FINANCIAL SERVICES INC3+ years Filed as: SECURIAN FINANCIAL SERVICES INCORPO Service code 27 · EIN 41-1486060 | Advisory (Plan) | $21,934 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,973 | $71,192+3.9% | $117,854-37.2% | $62,292+18.8% |
| Participation rate | 90.4% | 74.2%+16.1pp | 79.7%+10.7pp | 69.5%+20.9pp |
| Annual return | 11.59% | 18.66%-7.1pp | 335.08%-323.5pp | 28.90%-17.3pp |
| Employer contribution / active EE | $637 | $1,934-67.1% | $3,786-83.2% | $2,042-68.8% |
| Participant deferral / active EE | $4,144 | $3,189+29.9% | $4,482-7.5% | $3,169+30.8% |
| Admin fee / account holder | $237 | $587-59.6% | $8,020-97.0% | $479-50.5% |