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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,503 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $12,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,056 | $52,626-90.4% | $98,442-94.9% | $93,030-94.6% |
| Participation rate | 87.6% | 65.3%+22.2pp | 73.3%+14.2pp | 73.9%+13.7pp |
| Annual return | 15.31% | 16.95%-1.6pp | 1492.73%-1477.4pp | 158.70%-143.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,960-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $1,122 | $2,907-61.4% | $4,276-73.8% | $4,562-75.4% |
| Admin fee / account holder | $12 | $102-88.6% | $5,949-99.8% | $152-92.3% |