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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,772 |
Annual investment return 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 | $52,051 | $42,772+21.7% | $87,507-40.5% | $55,167-5.6% |
| Participation rate | 83.1% | 66.5%+16.6pp | 73.8%+9.2pp | 69.0%+14.1pp |
| Annual return | 3.26% | 21.20%-17.9pp | 12.21%-9.0pp | 169.23%-166.0pp |
| Employer contribution / active EE | $770 | $1,277-39.7% | $2,550-69.8% | $1,963-60.8% |
| Participant deferral / active EE | $2,666 | $2,342+13.8% | $3,149-15.3% | $3,054-12.7% |
| Admin fee / account holder | $100 | $461-78.4% | $4,221-97.6% | $504-80.2% |