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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $776 |
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 | $66,498 | $73,638-9.7% | $95,952-30.7% | $73,488-9.5% |
| Participation rate | 92.8% | 76.2%+16.6pp | 77.1%+15.7pp | 70.7%+22.1pp |
| Annual return | 7.05% | 16.78%-9.7pp | 91.61%-84.6pp | 28.51%-21.5pp |
| Employer contribution / active EE | $935 | $1,863-49.8% | $2,541-63.2% | $2,270-58.8% |
| Participant deferral / active EE | $3,175 | $3,617-12.2% | $4,167-23.8% | $3,740-15.1% |
| Admin fee / account holder | $6 | $482-98.8% | $6,795-99.9% | $513-98.9% |