Filed September 8, 1997
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 | $81,155 |
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $26,658 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,600 | $34,677+161.3% | $77,024+17.6% | $64,808+39.8% |
| Participation rate | 97.7% | 49.8%+47.9pp | 67.9%+29.8pp | 71.5%+26.2pp |
| Annual return | -16.37% | -5.33%-11.0pp | 42.32%-58.7pp | 32.82%-49.2pp |
| Employer contribution / active EE | $3,216 | $1,370+134.8% | $2,812+14.4% | $2,506+28.4% |
| Participant deferral / active EE | $5,813 | $2,556+127.4% | $4,426+31.3% | $4,310+34.9% |
| Admin fee / account holder | $262 | $179+46.6% | $5,425-95.2% | $188+39.4% |