Filed March 1, 1994
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,449 |
Filed as: PRINCIPAL FINANCIAL ADVISORS Service code 28 · EIN 52-1523364 | Investment Management | $8,431 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $30,120-100.0% | $298,592-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 44.5%-44.5pp | 14.6%-14.6pp |
| Annual return | 6.28% | -3.47%+9.8pp | -0.25%+6.5pp | 10.56%-4.3pp |
| Employer contribution / active EE | $4,815 | $12,028-60.0% | $39,776-87.9% | $13,643-64.7% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $158-100.0% | $18,607-100.0% | $3,354-100.0% |