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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,410 |
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 | $203,352 | $58,264+249.0% | $86,612+134.8% | $71,457+184.6% |
| Participation rate | 96.7% | 65.0%+31.7pp | 71.7%+25.0pp | 67.9%+28.7pp |
| Annual return | 17.77% | 21.63%-3.9pp | 591.07%-573.3pp | 28.85%-11.1pp |
| Employer contribution / active EE | $9,332 | $2,574+262.5% | $3,022+208.8% | $2,588+260.6% |
| Participant deferral / active EE | $13,959 | $3,436+306.3% | $4,438+214.6% | $4,289+225.5% |
| Admin fee / account holder | $254 | $1,057-76.0% | $5,614-95.5% | $1,587-84.0% |