Filed December 10, 2005 (most recent of 2 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 9-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,040 |
Annual investment return 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 | $9,218 | $62,324-85.2% | $68,509-86.5% | $55,191-83.3% |
| Participation rate | 79.7% | 78.9%+0.8pp | 74.7%+5.0pp | 69.2%+10.6pp |
| Annual return | -4.64% | 4.26%-8.9pp | 8.27%-12.9pp | 10.78%-15.4pp |
| Employer contribution / active EE | $1,109 | $2,223-50.1% | $2,278-51.3% | $1,899-41.6% |
| Participant deferral / active EE | $2,207 | $3,425-35.6% | $3,382-34.7% | $3,046-27.6% |
| Admin fee / account holder | $7 | $91-92.7% | $5,275-99.9% | $91-92.7% |