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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,798 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $12,500 |
PRINTING PARTNERS1 year Filed as: PRINTING PARTNERS, INC Service code 13 · EIN 35-1769674 | Contract Administrator | $7,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,325 | $56,095-78.0% | $178,490-93.1% | $90,288-86.3% |
| Participation rate | 62.8% | 65.6%-2.8pp | 81.9%-19.1pp | 73.4%-10.6pp |
| Annual return | 13.78% | 28.81%-15.0pp | 151.07%-137.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $380 | $1,572-75.8% | $5,011-92.4% | $2,524-84.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $50 | $101-50.4% | $13,984-99.6% | $114-56.2% |