Filed December 13, 2002
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $151,811 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $60,220 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,186 | $112,686-16.4% | $169,993-44.6% | $80,160+17.5% |
| Participation rate | 99.3% | 87.4%+11.9pp | 87.0%+12.3pp | 72.9%+26.4pp |
| Annual return | 20.82% | 67.04%-46.2pp | 53.37%-32.6pp | 40.38%-19.6pp |
| Employer contribution / active EE | $6,336 | $4,481+41.4% | $6,785-6.6% | $2,978+112.8% |
| Participant deferral / active EE | $5,554 | $7,876-29.5% | $10,408-46.6% | $5,017+10.7% |
| Admin fee / account holder | $138 | $99+39.7% | $12,815-98.9% | $145-4.5% |