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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,685 |
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 | $76,969 | $131,799-41.6% | $200,582-61.6% | $85,563-10.0% |
| Participation rate | 99.7% | 87.9%+11.7pp | 86.9%+12.8pp | 66.0%+33.7pp |
| Annual return | 14.20% | 21.59%-7.4pp | 42.33%-28.1pp | 31.51%-17.3pp |
| Employer contribution / active EE | $2,983 | $4,532-34.2% | $6,419-53.5% | $2,654+12.4% |
| Participant deferral / active EE | $5,254 | $7,702-31.8% | $9,331-43.7% | $4,375+20.1% |
| Admin fee / account holder | $145 | $235-38.3% | $16,305-99.1% | $834-82.6% |