Filed September 2, 2008
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,255 |
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 | $68,024 | $73,102-6.9% | $123,544-44.9% | $56,287+20.9% |
| Participation rate | 88.1% | 74.3%+13.8pp | 82.3%+5.8pp | 69.9%+18.3pp |
| Annual return | -5.86% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,882 | $2,977-36.8% | $4,628-59.3% | $2,111-10.9% |
| Participant deferral / active EE | $7,293 | $5,423+34.5% | $6,426+13.5% | $3,350+117.7% |
| Admin fee / account holder | $54 | $554-90.3% | $9,284-99.4% | $521-89.7% |