Filed October 21, 2008
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,492 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,455 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,457 | $58,778-15.9% | $129,207-61.7% | $77,643-36.3% |
| Participation rate | 94.9% | 59.2%+35.6pp | 69.6%+25.2pp | 70.6%+24.3pp |
| Annual return | 10.92% | 24.73%-13.8pp | 9417.33%-9406.4pp | 31.24%-20.3pp |
| Employer contribution / active EE | $2,414 | $1,952+23.7% | $4,153-41.9% | $2,726-11.4% |
| Participant deferral / active EE | $3,441 | $3,212+7.1% | $4,168-17.4% | $4,647-26.0% |
| Admin fee / account holder | $169 | $589-71.3% | $7,715-97.8% | $430-60.7% |