Filed November 27, 2002
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,461 |
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 | $101,406 | $47,078+115.4% | $100,671+0.7% | $55,191+83.7% |
| Participation rate | 90.3% | 58.0%+32.2pp | 70.7%+19.6pp | 69.2%+21.1pp |
| Annual return | 0.69% | 0.65%0pp | 20.43%-19.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,285 | $1,065+114.5% | $4,012-43.0% | $1,899+20.4% |
| Participant deferral / active EE | $4,148 | $2,038+103.5% | $3,144+32.0% | $3,046+36.2% |
| Admin fee / account holder | $27 | $153-82.3% | $4,850-99.4% | $91-70.2% |