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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,587 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,804 | $44,059-61.9% | $71,671-76.6% | $69,631-75.9% |
| Participation rate | 90.0% | 60.8%+29.3pp | 68.7%+21.3pp | 70.7%+19.3pp |
| Annual return | 15.07% | 21.97%-6.9pp | 20.65%-5.6pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $327 | $1,305-74.9% | $2,460-86.7% | $2,032-83.9% |
| Participant deferral / active EE | $1,327 | $2,370-44.0% | $3,438-61.4% | $3,224-58.9% |
| Admin fee / account holder | $24 | $108-77.7% | $5,558-99.6% | $110-78.2% |