Filed September 24, 1992
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,414 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $201,278 | $66,310+203.5% | $93,606+115.0% | $65,185+208.8% |
| Participation rate | 92.5% | 74.0%+18.5pp | 75.8%+16.6pp | 70.2%+22.3pp |
| Annual return | 21.24% | 42.58%-21.3pp | 32.76%-11.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $5,109 | $2,012+153.9% | $2,718+88.0% | $2,177+134.7% |
| Participant deferral / active EE | $4,654 | $3,342+39.3% | $4,069+14.4% | $3,514+32.5% |
| Admin fee / account holder | $38 | $6,897-99.4% | $7,888-99.5% | $847-95.5% |