Filed June 22, 2006 (most recent of 5 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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,551 | $111,491+15.3% | $189,513-32.2% | $86,799+48.1% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.8%+11.5pp | 72.3%+27.0pp |
| Annual return | 16.22% | 83.50%-67.3pp | 555.15%-538.9pp | 97.91%-81.7pp |
| Employer contribution / active EE | $2,696 | $3,951-31.8% | $6,162-56.2% | $2,405+12.1% |
| Participant deferral / active EE | $6,437 | $6,4370% | $8,221-21.7% | $4,131+55.8% |
| Admin fee / account holder | $38 | $189-79.6% | $12,045-99.7% | $170-77.3% |