Filed May 7, 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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $14,115 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,249 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $54,422 | $58,879-7.6% | $178,490-69.5% | $73,488-25.9% |
| Participation rate | 56.4% | 66.2%-9.9pp | 81.9%-25.6pp | 70.7%-14.3pp |
| Annual return | 11.09% | 24.86%-13.8pp | 151.07%-140.0pp | 28.51%-17.4pp |
| Employer contribution / active EE | $384 | $2,236-82.8% | $5,011-92.3% | $2,270-83.1% |
| Participant deferral / active EE | $1,569 | $2,567-38.9% | $5,202-69.8% | $3,740-58.0% |
| Admin fee / account holder | $69 | $400-82.8% | $13,984-99.5% | $513-86.6% |