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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,182 |
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 | $212,750 | $85,135+149.9% | $98,907+115.1% | $73,409+189.8% |
| Participation rate | 88.5% | 81.1%+7.4pp | 76.0%+12.5pp | 72.2%+16.4pp |
| Annual return | 13.63% | 19.14%-5.5pp | 196.43%-182.8pp | 59.29%-45.7pp |
| Employer contribution / active EE | $6,922 | $2,721+154.4% | $2,689+157.4% | $2,234+209.9% |
| Participant deferral / active EE | $4,216 | $4,349-3.1% | $4,244-0.7% | $3,805+10.8% |
| Admin fee / account holder | $28 | $139-79.6% | $6,642-99.6% | $158-82.0% |