Filed October 21, 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 8-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,865 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $127,959 | $56,443+126.7% | $83,848+52.6% | $55,725+129.6% |
| Participation rate | 99.2% | 72.0%+27.2pp | 76.1%+23.1pp | 70.9%+28.3pp |
| Annual return | 1.73% | 393.67%-391.9pp | 850.88%-849.1pp | 244.93%-243.2pp |
| Employer contribution / active EE | $12,123 | $2,682+352.1% | $3,631+233.9% | $2,078+483.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $80 | $156-49.0% | $5,478-98.5% | $115-30.8% |