Filed October 22, 2004 (most recent of 3 filings on file)
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,159 |
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 | $106,929 | $79,523+34.5% | $140,016-23.6% | $56,287+90.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.87% | 2.39%-8.3pp | 651.12%-657.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $9,593 | $3,350+186.4% | $5,606+71.1% | $2,111+354.4% |
| Participant deferral / active EE | $4,585 | $5,129-10.6% | $6,927-33.8% | $3,350+36.9% |
| Admin fee / account holder | $145 | $614-76.4% | $10,705-98.6% | $521-72.2% |