Filed January 25, 2001
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 9-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,339 | $102,514+182.2% | $97,995+195.3% | $62,292+364.5% |
| Participation rate | 99.5% | 79.5%+20.0pp | 82.4%+17.1pp | 69.5%+30.0pp |
| Annual return | 0.00% | 32.43%-32.4pp | 23.94%-23.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $1,122 | $3,689-69.6% | $4,158-73.0% | $2,042-45.0% |
| Participant deferral / active EE | $1,886 | $5,308-64.5% | $5,097-63.0% | $3,169-40.5% |
| Admin fee / account holder | $1 | $378-99.7% | $5,943-100.0% | $479-99.8% |