Filed October 20, 1992
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 | $9,748 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $8,994 |
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 | $88,459 | $58,694+50.7% | $142,863-38.1% | $85,850+3.0% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 25.68% | 27.72%-2.0pp | 5637.54%-5611.9pp | 318.53%-292.9pp |
| Employer contribution / active EE | $2,404 | $1,423+69.0% | $4,144-42.0% | $2,565-6.3% |
| Participant deferral / active EE | $5,811 | $2,607+122.9% | $3,837+51.5% | $3,952+47.1% |
| Admin fee / account holder | $144 | $4,239-96.6% | $6,560-97.8% | $6,260-97.7% |