Filed June 23, 2011
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,473 | $96,018+15.1% | $65,493+68.7% | $85,563+29.1% |
| Participation rate | 57.4% | 74.8%-17.4pp | 73.1%-15.7pp | 66.0%-8.6pp |
| Annual return | 15.12% | 14.51%+0.6pp | 982.45%-967.3pp | 31.51%-16.4pp |
| Employer contribution / active EE | $4,177 | $3,235+29.1% | $2,574+62.3% | $2,654+57.4% |
| Participant deferral / active EE | $8,396 | $4,055+107.1% | $3,961+112.0% | $4,375+91.9% |
| Admin fee / account holder | $149 | $271-44.9% | $5,028-97.0% | $834-82.1% |