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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,701 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,063 | $79,428+190.9% | $106,548+116.9% | $79,386+191.1% |
| Participation rate | 99.1% | 74.1%+25.0pp | 76.1%+23.0pp | 70.7%+28.4pp |
| Annual return | 14.88% | 18.27%-3.4pp | 26.80%-11.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $1,847 | $2,234-17.3% | $2,819-34.5% | $2,427-23.9% |
| Participant deferral / active EE | $5,190 | $3,823+35.8% | $4,398+18.0% | $4,046+28.3% |
| Admin fee / account holder | $35 | $523-93.3% | $7,407-99.5% | $626-94.4% |