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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,118 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $18,718 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,898 | $111,608+20.9% | $177,821-24.1% | $73,409+83.8% |
| Participation rate | 99.9% | 87.9%+12.0pp | 87.7%+12.1pp | 72.2%+27.7pp |
| Annual return | 16.41% | 18.23%-1.8pp | 48.32%-31.9pp | 59.29%-42.9pp |
| Employer contribution / active EE | $6,642 | $3,796+75.0% | $5,918+12.2% | $2,234+197.4% |
| Participant deferral / active EE | $3,989 | $6,199-35.7% | $7,714-48.3% | $3,805+4.8% |
| Admin fee / account holder | $38 | $166-77.3% | $12,427-99.7% | $158-76.2% |