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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,804 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,407 | $66,528-87.4% | $86,874-90.3% | $86,799-90.3% |
| Participation rate | 99.4% | 72.4%+27.0pp | 71.6%+27.7pp | 72.3%+27.1pp |
| Annual return | 14.83% | 19.56%-4.7pp | 63.52%-48.7pp | 97.91%-83.1pp |
| Employer contribution / active EE | $993 | $2,007-50.5% | $2,495-60.2% | $2,405-58.7% |
| Participant deferral / active EE | $383 | $3,240-88.2% | $3,699-89.7% | $4,131-90.7% |
| Admin fee / account holder | $1 | $148-99.3% | $5,828-100.0% | $170-99.4% |