Filed July 16, 2009
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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,705 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $290,899-100.0% | $260,109-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 52.7%-52.7pp | 43.2%-43.2pp | 45.9%-45.9pp |
| Annual return | -72.48% | 7.75%-80.2pp | 8.93%-81.4pp | 10.21%-82.7pp |
| Employer contribution / active EE | $0 | $50,686-100.0% | $43,470-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $229-100.0% | $223-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,279-100.0% | $1,225-100.0% | $13,518-100.0% |