Filed March 11, 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,009 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,817 | $88,890+211.4% | $102,423+170.3% | $77,643+256.5% |
| Participation rate | 95.2% | 80.9%+14.3pp | 76.5%+18.7pp | 70.6%+24.6pp |
| Annual return | 11.72% | 24.98%-13.3pp | 29.32%-17.6pp | 31.24%-19.5pp |
| Employer contribution / active EE | $4,754 | $2,698+76.2% | $3,023+57.3% | $2,726+74.4% |
| Participant deferral / active EE | $14,164 | $5,145+175.3% | $5,053+180.3% | $4,647+204.8% |
| Admin fee / account holder | $12 | $235-94.9% | $9,451-99.9% | $430-97.2% |