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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,940 |
Service code 49 · EIN 23-7218917 | Other Services | $0 |
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 | $15,445 | $52,293-70.5% | $178,490-91.3% | $73,409-79.0% |
| Participation rate | 99.3% | 65.3%+33.9pp | 81.9%+17.4pp | 72.2%+27.1pp |
| Annual return | 15.67% | 34.75%-19.1pp | 151.07%-135.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,212 | $1,735-30.2% | $5,011-75.8% | $2,234-45.7% |
| Participant deferral / active EE | $1,083 | $2,332-53.6% | $5,202-79.2% | $3,805-71.5% |
| Admin fee / account holder | $66 | $127-47.8% | $13,984-99.5% | $158-57.9% |