Filed September 2, 1992
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,080 | $54,320-26.2% | $67,652-40.8% | $52,331-23.4% |
| Participation rate | 60.7% | 73.6%-12.9pp | 75.7%-14.9pp | 68.1%-7.4pp |
| Annual return | 0.93% | 6.81%-5.9pp | 6625.04%-6624.1pp | 4.54%-3.6pp |
| Employer contribution / active EE | $391 | $1,544-74.7% | $2,266-82.7% | $1,882-79.2% |
| Participant deferral / active EE | $1,764 | $2,950-40.2% | $3,560-50.5% | $3,022-41.6% |
| Admin fee / account holder | $38 | $527-92.8% | $4,821-99.2% | $592-93.6% |