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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,822 |
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 | $87,583 | $62,543+40.0% | $83,333+5.1% | $55,725+57.2% |
| Participation rate | 93.7% | 78.4%+15.3pp | 77.8%+15.9pp | 70.9%+22.8pp |
| Annual return | -4.29% | 14.85%-19.1pp | 10.63%-14.9pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,751 | $2,427+13.3% | $3,379-18.6% | $2,078+32.4% |
| Participant deferral / active EE | $8,043 | $5,682+41.5% | $5,565+44.5% | $3,356+139.7% |
| Admin fee / account holder | $8 | $103-92.1% | $7,510-99.9% | $115-92.9% |