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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,003 | $100,227-44.1% | $169,993-67.1% | $74,419-24.7% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.0%+12.3pp | 70.7%+28.6pp |
| Annual return | 17.19% | 66.08%-48.9pp | 53.37%-36.2pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,828 | $4,263-57.1% | $6,785-73.1% | $2,637-30.7% |
| Participant deferral / active EE | $4,651 | $7,143-34.9% | $10,408-55.3% | $4,528+2.7% |
| Admin fee / account holder | $138 | $234-41.3% | $12,815-98.9% | $348-60.4% |