Filed September 29, 1992 (most recent of 2 filings on file)
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 | $110,188 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,748 | $63,745+235.3% | $98,442+117.1% | $79,386+169.2% |
| Participation rate | 95.5% | 69.9%+25.7pp | 73.3%+22.2pp | 70.7%+24.8pp |
| Annual return | 16.42% | 625.80%-609.4pp | 1492.73%-1476.3pp | 116.85%-100.4pp |
| Employer contribution / active EE | $5,987 | $2,557+134.2% | $2,960+102.3% | $2,427+146.6% |
| Participant deferral / active EE | $9,179 | $3,303+177.9% | $4,276+114.7% | $4,046+126.9% |
| Admin fee / account holder | $380 | $516-26.3% | $5,949-93.6% | $626-39.3% |