Filed May 18, 2011 (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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $21,663 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,535 | $81,908+27.6% | $90,749+15.2% | $64,808+61.3% |
| Participation rate | 98.2% | 80.5%+17.7pp | 75.7%+22.5pp | 71.5%+26.7pp |
| Annual return | -14.64% | -12.53%-2.1pp | -12.16%-2.5pp | 32.82%-47.5pp |
| Employer contribution / active EE | $419 | $3,065-86.3% | $2,921-85.7% | $2,506-83.3% |
| Participant deferral / active EE | $8,728 | $4,840+80.3% | $4,564+91.2% | $4,310+102.5% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |