Filed December 1, 2005
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,207 | $62,928-80.6% | $172,739-92.9% | $67,579-81.9% |
| Participation rate | 98.4% | 64.5%+33.9pp | 82.6%+15.7pp | 71.3%+27.1pp |
| Annual return | 21.58% | 30.36%-8.8pp | 802.84%-781.3pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,234 | $1,636-24.6% | $5,143-76.0% | $2,148-42.5% |
| Participant deferral / active EE | $893 | $2,145-58.4% | $5,198-82.8% | $3,539-74.8% |
| Admin fee / account holder | $6 | $167-96.6% | $13,954-100.0% | $142-96.0% |