Filed August 10, 1994
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,344 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,357 | $71,192-12.4% | $117,854-47.1% | $62,292+0.1% |
| Participation rate | 99.1% | 74.2%+24.9pp | 79.7%+19.4pp | 69.5%+29.6pp |
| Annual return | 16.09% | 18.66%-2.6pp | 335.08%-319.0pp | 28.90%-12.8pp |
| Employer contribution / active EE | $502 | $1,934-74.1% | $3,786-86.7% | $2,042-75.4% |
| Participant deferral / active EE | $3,107 | $3,189-2.5% | $4,482-30.7% | $3,169-1.9% |
| Admin fee / account holder | $17 | $587-97.1% | $8,020-99.8% | $479-96.5% |