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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,402 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $23,056 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,323 | $66,302+9.1% | $110,238-34.4% | $56,287+28.5% |
| Participation rate | 93.0% | 74.9%+18.1pp | 79.8%+13.2pp | 69.9%+23.2pp |
| Annual return | -4.09% | -1.18%-2.9pp | 314.74%-318.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $806 | $2,047-60.6% | $3,826-78.9% | $2,111-61.8% |
| Participant deferral / active EE | $5,454 | $3,381+61.3% | $4,672+16.7% | $3,350+62.8% |
| Admin fee / account holder | $412 | $698-41.1% | $8,547-95.2% | $521-21.0% |