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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,654 |
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 | $106,329 | $69,231+53.6% | $91,989+15.6% | $67,579+57.3% |
| Participation rate | 93.6% | 78.9%+14.7pp | 78.6%+15.0pp | 71.3%+22.3pp |
| Annual return | 22.10% | 32.03%-9.9pp | 69.02%-46.9pp | 378.56%-356.5pp |
| Employer contribution / active EE | $3,090 | $2,284+35.3% | $3,452-10.5% | $2,148+43.9% |
| Participant deferral / active EE | $8,930 | $5,854+52.6% | $5,923+50.8% | $3,539+152.3% |
| Admin fee / account holder | $10 | $107-90.8% | $7,743-99.9% | $142-93.1% |