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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,717 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $40,000 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,846 | $51,197+235.7% | $82,719+107.7% | $66,914+156.8% |
| Participation rate | 98.5% | 67.8%+30.6pp | 72.6%+25.9pp | 69.8%+28.7pp |
| Annual return | -15.38% | -9.64%-5.7pp | 701.18%-716.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $8,941 | $2,611+242.5% | $3,009+197.1% | $2,544+251.4% |
| Participant deferral / active EE | $13,515 | $3,458+290.8% | $4,395+207.5% | $4,237+219.0% |
| Admin fee / account holder | $236 | $416-43.2% | $5,329-95.6% | $593-60.2% |