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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,813 |
Annual investment return 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 | $14,201 | $39,819-64.3% | $67,834-79.1% | $57,658-75.4% |
| Participation rate | 88.5% | 61.2%+27.2pp | 68.8%+19.7pp | 70.2%+18.2pp |
| Annual return | 5.33% | 9.19%-3.9pp | 138.47%-133.1pp | 5.13%+0.2pp |
| Employer contribution / active EE | $318 | $1,277-75.1% | $2,403-86.8% | $1,974-83.9% |
| Participant deferral / active EE | $1,263 | $2,209-42.9% | $3,160-60.0% | $3,061-58.7% |
| Admin fee / account holder | $22 | $84-73.9% | $4,622-99.5% | $95-76.9% |