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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,178 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,245 | $86,897+16.5% | $151,611-33.2% | $64,808+56.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -14.66% | -3.57%-11.1pp | 3.33%-18.0pp | 32.82%-47.5pp |
| Employer contribution / active EE | $2,667 | $4,010-33.5% | $6,166-56.7% | $2,506+6.4% |
| Participant deferral / active EE | $6,529 | $6,690-2.4% | $8,363-21.9% | $4,310+51.5% |
| Admin fee / account holder | $32 | $153-79.2% | $11,616-99.7% | $188-83.1% |