Filed October 18, 2004 (most recent of 2 filings on file)
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $579,549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,220 | $142,480-50.0% | $197,124-63.9% | $142,480-50.0% |
| Participation rate | 87.0% | 76.2%+10.8pp | 86.7%+0.3pp | 76.2%+10.8pp |
| Annual return | 40.74% | 16.32%+24.4pp | 44.34%-3.6pp | 16.32%+24.4pp |
| Employer contribution / active EE | $2,702 | $3,867-30.1% | $6,227-56.6% | $3,867-30.1% |
| Participant deferral / active EE | $0 | $6,807-100.0% | $9,135-100.0% | $6,807-100.0% |
| Admin fee / account holder | $37 | $307-88.1% | $16,298-99.8% | $307-88.1% |