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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,471 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,840 | $56,640+49.8% | $80,975+4.8% | $57,658+47.1% |
| Participation rate | 92.2% | 75.9%+16.3pp | 75.8%+16.3pp | 70.2%+21.9pp |
| Annual return | 4.46% | 19.97%-15.5pp | 17.10%-12.6pp | 5.13%-0.7pp |
| Employer contribution / active EE | $2,707 | $2,085+29.8% | $3,714-27.1% | $1,974+37.2% |
| Participant deferral / active EE | $7,882 | $4,944+59.4% | $5,696+38.4% | $3,061+157.5% |
| Admin fee / account holder | $52 | $87-40.8% | $5,516-99.1% | $95-45.4% |