Filed July 21, 2003
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,608 |
Employer contribution per participant 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 | $50,856 | $88,515-42.5% | $162,163-68.6% | $67,579-24.7% |
| Participation rate | 98.8% | 86.8%+12.0pp | 87.6%+11.3pp | 71.3%+27.6pp |
| Annual return | 20.32% | 27.04%-6.7pp | 115.59%-95.3pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,127 | $3,563-68.4% | $5,614-79.9% | $2,148-47.5% |
| Participant deferral / active EE | $3,332 | $5,724-41.8% | $7,298-54.3% | $3,539-5.8% |
| Admin fee / account holder | $19 | $124-84.8% | $10,843-99.8% | $142-86.8% |