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.
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 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,238 | $57,610+21.9% | $154,803-54.6% | $102,872-31.7% |
| Participation rate | 98.9% | 59.5%+39.4pp | 78.1%+20.8pp | 73.0%+25.8pp |
| Annual return | 14.33% | 30.49%-16.2pp | 58.88%-44.6pp | 19.06%-4.7pp |
| Employer contribution / active EE | $1,735 | $1,883-7.9% | $4,305-59.7% | $3,526-50.8% |
| Participant deferral / active EE | $4,884 | $2,914+67.6% | $5,540-11.8% | $5,535-11.8% |
| Admin fee / account holder | $163 | $368-55.8% | $14,329-98.9% | $292-44.4% |