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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,488 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,088 | $129,021-49.6% | $184,203-64.7% | $77,643-16.2% |
| Participation rate | 99.2% | 87.3%+11.8pp | 86.8%+12.3pp | 70.6%+28.6pp |
| Annual return | 12.88% | 33.27%-20.4pp | 28.81%-15.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,006 | $4,413-54.5% | $6,427-68.8% | $2,726-26.4% |
| Participant deferral / active EE | $4,805 | $7,297-34.1% | $9,131-47.4% | $4,647+3.4% |
| Admin fee / account holder | $142 | $254-44.0% | $13,901-99.0% | $430-67.0% |