Filed October 18, 2004 (most recent of 2 filings on file)
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,036 |
Participant contribution per participant 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 | $19,319 | $46,173-58.2% | $170,442-88.7% | $69,631-72.3% |
| Participation rate | 84.7% | 63.9%+20.8pp | 83.6%+1.1pp | 70.7%+14.0pp |
| Annual return | 14.89% | 21.62%-6.7pp | 205.93%-191.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,915 | $1,610+18.9% | $5,433-64.8% | $2,032-5.8% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $57 | $116-51.2% | $13,880-99.6% | $110-48.7% |