Filed May 16, 2008
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,558 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $29,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,330 | $79,184+5.2% | $102,438-18.7% | $74,546+11.8% |
| Participation rate | 93.0% | 74.8%+18.2pp | 76.5%+16.5pp | 67.2%+25.8pp |
| Annual return | 17.60% | 54.95%-37.3pp | 29.37%-11.8pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,024-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,899 | $4,414+11.0% | $5,054-3.1% | $4,347+12.7% |
| Admin fee / account holder | $298 | $2,001-85.1% | $9,448-96.8% | $1,944-84.7% |