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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,237 | $78,781+57.7% | $100,516+23.6% | $73,409+69.2% |
| Participation rate | 96.9% | 80.0%+16.9pp | 79.4%+17.5pp | 72.2%+24.8pp |
| Annual return | 14.96% | 31.69%-16.7pp | 30.89%-15.9pp | 59.29%-44.3pp |
| Employer contribution / active EE | $3,550 | $2,420+46.7% | $3,418+3.9% | $2,234+58.9% |
| Participant deferral / active EE | $9,928 | $6,537+51.9% | $6,270+58.3% | $3,805+160.9% |
| Admin fee / account holder | $8 | $145-94.3% | $8,081-99.9% | $158-94.8% |