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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,284 |
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 | $9,761 | $47,456-79.4% | $172,739-94.3% | $77,787-87.5% |
| Participation rate | 80.5% | 66.3%+14.2pp | 82.6%-2.1pp | 73.2%+7.3pp |
| Annual return | 21.34% | 35.57%-14.2pp | 802.84%-781.5pp | 32.57%-11.2pp |
| Employer contribution / active EE | $1,111 | $1,574-29.4% | $5,143-78.4% | $2,504-55.7% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $37 | $81-54.3% | $13,954-99.7% | $100-63.0% |