Filed September 1, 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,954 | $44,221+10.7% | $121,196-59.6% | $56,287-13.0% |
| Participation rate | 50.7% | 61.1%-10.4pp | 71.7%-21.1pp | 69.9%-19.2pp |
| Annual return | -5.06% | -3.58%-1.5pp | 16.93%-22.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $911 | $1,480-38.4% | $4,022-77.4% | $2,111-56.9% |
| Participant deferral / active EE | $1,561 | $2,521-38.1% | $3,344-53.3% | $3,350-53.4% |
| Admin fee / account holder | $170 | $480-64.6% | $5,019-96.6% | $521-67.4% |