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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,740 |
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 | $105,204 | $80,211+31.2% | $74,183+41.8% | $63,975+64.4% |
| Participation rate | 99.2% | 84.2%+15.0pp | 76.6%+22.6pp | 71.1%+28.1pp |
| Annual return | 15.96% | 14.13%+1.8pp | 17.74%-1.8pp | 48.65%-32.7pp |
| Employer contribution / active EE | $1,395 | $2,553-45.4% | $2,370-41.1% | $2,182-36.1% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $67-94.4% | $5,586-99.9% | $70-94.7% |