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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,260 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,251 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,473 | $80,005+13.1% | $140,016-35.4% | $55,725+62.4% |
| Participation rate | 99.7% | 87.0%+12.7pp | 87.5%+12.2pp | 70.9%+28.9pp |
| Annual return | -6.83% | 0.46%-7.3pp | 651.12%-657.9pp | 244.93%-251.8pp |
| Employer contribution / active EE | $4,074 | $3,403+19.7% | $5,606-27.3% | $2,078+96.1% |
| Participant deferral / active EE | $3,453 | $5,264-34.4% | $6,927-50.1% | $3,356+2.9% |
| Admin fee / account holder | $36 | $116-69.1% | $10,705-99.7% | $115-69.0% |