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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,821 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,078 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,514 | $58,347-63.1% | $85,682-74.9% | $86,799-75.2% |
| Participation rate | 95.8% | 64.9%+30.9pp | 69.9%+25.9pp | 72.3%+23.5pp |
| Annual return | 13.07% | 18.43%-5.4pp | 21.49%-8.4pp | 97.91%-84.8pp |
| Employer contribution / active EE | $488 | $1,751-72.1% | $2,618-81.4% | $2,405-79.7% |
| Participant deferral / active EE | $2,323 | $3,065-24.2% | $3,923-40.8% | $4,131-43.8% |
| Admin fee / account holder | $36 | $147-75.6% | $6,873-99.5% | $170-78.8% |