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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,689 |
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 | $87,872 | $84,936+3.5% | $111,297-21.0% | $79,386+10.7% |
| Participation rate | 92.3% | 75.9%+16.5pp | 77.3%+15.0pp | 70.7%+21.6pp |
| Annual return | 31.17% | 17.45%+13.7pp | 54.65%-23.5pp | 116.85%-85.7pp |
| Employer contribution / active EE | $990 | $1,979-50.0% | $2,731-63.8% | $2,427-59.2% |
| Participant deferral / active EE | $3,539 | $3,888-9.0% | $4,487-21.1% | $4,046-12.5% |
| Admin fee / account holder | $12 | $537-97.8% | $7,964-99.8% | $626-98.1% |