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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,327 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $24,582 |
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 | $154,397 | $111,491+38.5% | $189,513-18.5% | $86,799+77.9% |
| Participation rate | 99.9% | 87.3%+12.5pp | 87.8%+12.0pp | 72.3%+27.6pp |
| Annual return | 16.65% | 83.50%-66.9pp | 555.15%-538.5pp | 97.91%-81.3pp |
| Employer contribution / active EE | $4,881 | $3,951+23.5% | $6,162-20.8% | $2,405+102.9% |
| Participant deferral / active EE | $4,307 | $6,437-33.1% | $8,221-47.6% | $4,131+4.3% |
| Admin fee / account holder | $41 | $189-78.5% | $12,045-99.7% | $170-76.1% |