Filed January 31, 2006 (most recent of 4 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,478 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,438 | $44,989-81.2% | $170,442-95.0% | $77,958-89.2% |
| Participation rate | 90.2% | 64.6%+25.6pp | 83.6%+6.6pp | 71.6%+18.5pp |
| Annual return | 14.47% | 19.61%-5.1pp | 205.93%-191.5pp | 20.87%-6.4pp |
| Employer contribution / active EE | $1,091 | $1,466-25.6% | $5,433-79.9% | $2,310-52.8% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $40 | $69-41.4% | $13,880-99.7% | $97-58.5% |