Filed January 23, 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,571 |
Filed as: CAPFINANCIAL PARTNER Service code 26 · EIN 26-0058143 | Advisory (Participants) | $7,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,058 | $91,372+143.0% | $129,995+70.8% | $74,419+198.4% |
| Participation rate | 91.8% | 77.8%+14.0pp | 78.5%+13.3pp | 70.7%+21.1pp |
| Annual return | 18.19% | 23.21%-5.0pp | -137.18%+155.4pp | 34.38%-16.2pp |
| Employer contribution / active EE | $10,838 | $2,563+322.8% | $4,320+150.9% | $2,637+310.9% |
| Participant deferral / active EE | $10,928 | $4,721+131.5% | $5,820+87.8% | $4,528+141.3% |
| Admin fee / account holder | $126 | $283-55.5% | $10,614-98.8% | $348-63.8% |