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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,096 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $28,144 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,626 | $81,474+10.0% | $133,956-33.1% | $73,488+22.0% |
| Participation rate | 91.4% | 76.4%+15.1pp | 79.8%+11.6pp | 70.7%+20.7pp |
| Annual return | 8.93% | 19.40%-10.5pp | 45.09%-36.2pp | 28.51%-19.6pp |
| Employer contribution / active EE | $802 | $2,209-63.7% | $3,919-79.5% | $2,270-64.7% |
| Participant deferral / active EE | $5,878 | $3,786+55.2% | $5,048+16.5% | $3,740+57.2% |
| Admin fee / account holder | $433 | $713-39.2% | $8,927-95.1% | $513-15.5% |