Filed June 24, 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 | $2,277 |
Filed as: PRUDENTIAL LIFE INSURANCE CO OF AME Service code 13 · EIN 06-1050034 | Contract Administrator | $113 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,489 | $43,423+490.7% | $78,689+226.0% | $55,167+364.9% |
| Participation rate | 98.1% | 68.0%+30.1pp | 73.6%+24.6pp | 69.0%+29.2pp |
| Annual return | 7.36% | 11.53%-4.2pp | 62.18%-54.8pp | 169.23%-161.9pp |
| Employer contribution / active EE | $9,302 | $1,997+365.8% | $2,851+226.3% | $1,963+374.0% |
| Participant deferral / active EE | $6,871 | $2,509+173.9% | $3,517+95.4% | $3,054+125.0% |
| Admin fee / account holder | $18 | $416-95.7% | $4,510-99.6% | $504-96.4% |