Filed March 24, 2008
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,304 |
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 | $37,312 | $43,110-13.4% | $156,549-76.2% | $65,292-42.9% |
| Participation rate | 70.3% | 69.3%+1.0pp | 84.0%-13.7pp | 72.4%-2.1pp |
| Annual return | 9.27% | 11.24%-2.0pp | 32.23%-23.0pp | 11.84%-2.6pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $3,429 | $2,520+36.1% | $4,871-29.6% | $3,579-4.2% |
| Admin fee / account holder | $29 | $47-38.0% | $13,027-99.8% | $57-49.0% |