Filed October 3, 2008 (most recent of 3 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,559 |
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 | $126,663 | $111,608+13.5% | $177,821-28.8% | $73,409+72.5% |
| Participation rate | 97.0% | 87.9%+9.1pp | 87.7%+9.2pp | 72.2%+24.8pp |
| Annual return | 16.16% | 18.23%-2.1pp | 48.32%-32.2pp | 59.29%-43.1pp |
| Employer contribution / active EE | $2,896 | $3,796-23.7% | $5,918-51.1% | $2,234+29.6% |
| Participant deferral / active EE | $7,180 | $6,199+15.8% | $7,714-6.9% | $3,805+88.7% |
| Admin fee / account holder | $98 | $166-41.0% | $12,427-99.2% | $158-38.1% |