Filed September 23, 1992
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,469 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,765 |
LAVERICK, BLAINE W.3+ years Service code 49 4141 PARKLAKE AVE · RALEIGH, NC 276122333 | Other Services | $3,631 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $96,708 | $81,537+18.6% | $149,718-35.4% | $69,631+38.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 17.04% | 22.79%-5.7pp | 1501.63%-1484.6pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $3,694 | $3,239+14.0% | $5,445-32.2% | $2,032+81.8% |
| Participant deferral / active EE | $3,261 | $4,994-34.7% | $6,569-50.4% | $3,224+1.2% |
| Admin fee / account holder | $36 | $107-66.7% | $11,283-99.7% | $110-67.8% |