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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,802 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,685 |
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 | $20,046 | $44,764-55.2% | $68,791-70.9% | $64,808-69.1% |
| Participation rate | 94.1% | 64.8%+29.4pp | 69.0%+25.1pp | 71.5%+22.7pp |
| Annual return | -13.87% | -10.91%-3.0pp | -6.38%-7.5pp | 32.82%-46.7pp |
| Employer contribution / active EE | $954 | $1,775-46.3% | $2,655-64.1% | $2,506-61.9% |
| Participant deferral / active EE | $2,622 | $3,238-19.0% | $3,941-33.5% | $4,310-39.2% |
| Admin fee / account holder | $43 | $151-71.5% | $4,932-99.1% | $188-77.0% |