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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,979 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,115 | $47,722+220.8% | $82,719+85.1% | $64,808+136.3% |
| Participation rate | 96.3% | 67.6%+28.7pp | 72.6%+23.8pp | 71.5%+24.8pp |
| Annual return | -18.07% | -13.05%-5.0pp | 701.18%-719.2pp | 32.82%-50.9pp |
| Employer contribution / active EE | $5,603 | $2,179+157.1% | $3,009+86.2% | $2,506+123.6% |
| Participant deferral / active EE | $8,967 | $3,329+169.3% | $4,395+104.0% | $4,310+108.0% |
| Admin fee / account holder | $215 | $143+50.5% | $5,329-96.0% | $188+14.6% |