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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,415 | $65,435+10.7% | $86,677-16.5% | $66,914+8.2% |
| Participation rate | 89.5% | 75.5%+14.0pp | 76.6%+12.9pp | 69.8%+19.7pp |
| Annual return | -16.21% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,043 | $2,153-51.5% | $2,836-63.2% | $2,544-59.0% |
| Participant deferral / active EE | $3,976 | $4,100-3.0% | $4,656-14.6% | $4,237-6.2% |
| Admin fee / account holder | $12 | $642-98.2% | $7,493-99.8% | $593-98.0% |