Filed January 30, 2004
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 | $49,357 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $45,295 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $155,240 | $51,620+200.7% | $90,281+72.0% | $65,185+138.2% |
| Participation rate | 99.4% | 68.6%+30.8pp | 73.3%+26.2pp | 70.2%+29.2pp |
| Annual return | 22.80% | 24.94%-2.1pp | 78.10%-55.3pp | 29.38%-6.6pp |
| Employer contribution / active EE | $8,413 | $2,235+276.5% | $2,854+194.7% | $2,177+286.5% |
| Participant deferral / active EE | $11,753 | $2,871+309.4% | $3,885+202.5% | $3,514+234.5% |
| Admin fee / account holder | $232 | $384-39.7% | $5,351-95.7% | $847-72.6% |