Filed November 3, 2003 (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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,316 |
Annual investment return 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 | $136,049 | $89,808+51.5% | $100,391+35.5% | $77,643+75.2% |
| Participation rate | 98.5% | 81.2%+17.3pp | 81.5%+17.0pp | 70.6%+27.9pp |
| Annual return | 12.38% | 20.62%-8.2pp | 49.20%-36.8pp | 31.24%-18.9pp |
| Employer contribution / active EE | $4,224 | $3,039+39.0% | $3,942+7.2% | $2,726+54.9% |
| Participant deferral / active EE | $11,896 | $8,284+43.6% | $8,082+47.2% | $4,647+156.0% |
| Admin fee / account holder | $15 | $174-91.2% | $7,899-99.8% | $430-96.4% |