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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,149 |
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 | $37,555 | $46,722-19.6% | $130,648-71.3% | $65,185-42.4% |
| Participation rate | 90.4% | 60.9%+29.4pp | 71.7%+18.6pp | 70.2%+20.2pp |
| Annual return | 21.38% | 24.17%-2.8pp | 1708.96%-1687.6pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,292 | $1,488-13.1% | $4,092-68.4% | $2,177-40.6% |
| Participant deferral / active EE | $1,995 | $2,545-21.6% | $3,603-44.6% | $3,514-43.2% |
| Admin fee / account holder | $242 | $453-46.5% | $5,464-95.6% | $847-71.4% |