Filed April 10, 1996
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 | $11,230 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,462 | $61,473-87.9% | $81,930-90.9% | $73,409-89.8% |
| Participation rate | 96.7% | 72.4%+24.3pp | 72.0%+24.7pp | 72.2%+24.6pp |
| Annual return | 14.49% | 28.26%-13.8pp | 29.49%-15.0pp | 59.29%-44.8pp |
| Employer contribution / active EE | $943 | $1,898-50.3% | $4,310-78.1% | $2,234-57.8% |
| Participant deferral / active EE | $320 | $3,080-89.6% | $7,107-95.5% | $3,805-91.6% |
| Admin fee / account holder | $3 | $125-97.4% | $5,158-99.9% | $158-97.9% |