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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,861 |
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 | $35,060 | $53,901-35.0% | $134,143-73.9% | $73,488-52.3% |
| Participation rate | 89.9% | 62.8%+27.1pp | 72.2%+17.7pp | 70.7%+19.2pp |
| Annual return | 14.03% | 15.82%-1.8pp | 36.33%-22.3pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,410 | $1,458-3.3% | $3,704-61.9% | $2,270-37.9% |
| Participant deferral / active EE | $2,258 | $2,739-17.5% | $3,499-35.5% | $3,740-39.6% |
| Admin fee / account holder | $199 | $581-65.7% | $6,684-97.0% | $513-61.2% |