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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,964 | $87,125+61.8% | $108,410+30.0% | $86,799+62.4% |
| Participation rate | 93.4% | 80.5%+12.9pp | 80.1%+13.3pp | 72.3%+21.2pp |
| Annual return | 14.89% | 25.21%-10.3pp | 905.27%-890.4pp | 97.91%-83.0pp |
| Employer contribution / active EE | $3,308 | $2,477+33.5% | $3,558-7.0% | $2,405+37.5% |
| Participant deferral / active EE | $9,806 | $6,944+41.2% | $6,563+49.4% | $4,131+137.4% |
| Admin fee / account holder | $10 | $130-92.5% | $7,295-99.9% | $170-94.3% |