Filed March 13, 2003
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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL Service code 14 100 W. LAWRENCE STREET · APPLETON, WI 54911 | Plan Administrator | $16,506 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,215 | $71,666-0.6% | $117,854-39.6% | $69,631+2.3% |
| Participation rate | 87.8% | 77.5%+10.3pp | 79.7%+8.1pp | 70.7%+17.1pp |
| Annual return | 89.69% | 18.86%+70.8pp | 335.08%-245.4pp | 27571.02%-27481.3pp |
| Employer contribution / active EE | $8,140 | $1,889+330.9% | $3,786+115.0% | $2,032+300.6% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |