Filed November 29, 2007
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,407 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $25,247 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $11,800 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $213,840-100.0% | $189,344-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 30.4%-30.4pp | 47.4%-47.4pp |
| Annual return | 4.60% | 10.52%-5.9pp | 11.02%-6.4pp | 12.16%-7.6pp |
| Employer contribution / active EE | $14,191 | $40,753-65.2% | $33,824-58.0% | $44,746-68.3% |
| Participant deferral / active EE | $0 | $408-100.0% | $418-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $4,068-100.0% | $4,088-100.0% | $17,640-100.0% |