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 | $92,400 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $12,500 |
Employer 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 | $7,162 | $44,794-84.0% | $90,281-92.1% | $77,787-90.8% |
| Participation rate | 84.1% | 66.6%+17.5pp | 73.3%+10.8pp | 73.2%+10.9pp |
| Annual return | 21.73% | 28.23%-6.5pp | 78.10%-56.4pp | 32.57%-10.8pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,854-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,183 | $2,642-55.2% | $3,885-69.6% | $3,967-70.2% |
| Admin fee / account holder | $41 | $94-56.7% | $5,351-99.2% | $100-59.2% |