Filed February 21, 2006
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,443 |
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 | $128,052 | $79,428+61.2% | $106,548+20.2% | $79,386+61.3% |
| Participation rate | 97.5% | 74.1%+23.4pp | 76.1%+21.4pp | 70.7%+26.8pp |
| Annual return | 17.00% | 18.27%-1.3pp | 26.80%-9.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $4,937 | $2,234+121.0% | $2,819+75.1% | $2,427+103.4% |
| Participant deferral / active EE | $6,959 | $3,823+82.0% | $4,398+58.2% | $4,046+72.0% |
| Admin fee / account holder | $47 | $523-91.0% | $7,407-99.4% | $626-92.5% |