Filed October 21, 2008
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,323 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,455 | $39,458-65.9% | $60,547-77.8% | $55,191-75.6% |
| Participation rate | 86.2% | 59.6%+26.6pp | 68.0%+18.3pp | 69.2%+17.1pp |
| Annual return | -0.63% | 3.35%-4.0pp | 335.64%-336.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $325 | $1,210-73.1% | $2,419-86.6% | $1,899-82.9% |
| Participant deferral / active EE | $1,362 | $2,140-36.4% | $3,328-59.1% | $3,046-55.3% |
| Admin fee / account holder | $26 | $95-72.5% | $4,536-99.4% | $91-71.2% |