Filed January 5, 2009 (most recent of 2 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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $257,212 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $100,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,238 | $49,468+42.0% | $150,298-53.3% | $103,975-32.4% |
| Participation rate | 98.9% | 58.1%+40.7pp | 77.8%+21.1pp | 72.5%+26.3pp |
| Annual return | 14.33% | 38.98%-24.7pp | 62.79%-48.5pp | 19.41%-5.1pp |
| Employer contribution / active EE | $1,735 | $1,670+3.9% | $4,154-58.2% | $3,722-53.4% |
| Participant deferral / active EE | $4,884 | $2,650+84.3% | $5,453-10.4% | $5,343-8.6% |
| Admin fee / account holder | $163 | $385-57.7% | $14,116-98.8% | $332-51.1% |