Filed December 7, 2005 (most recent of 2 filings on file)
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,431 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,159 | $71,957+37.8% | $67,652+46.6% | $59,188+67.5% |
| Participation rate | 99.6% | 82.7%+17.0pp | 75.7%+24.0pp | 69.4%+30.2pp |
| Annual return | 9.21% | 8.53%+0.7pp | 6625.04%-6615.8pp | 5.51%+3.7pp |
| Employer contribution / active EE | $1,483 | $2,432-39.0% | $2,266-34.6% | $2,098-29.3% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $7 | $64-88.7% | $4,821-99.9% | $92-92.2% |