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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,611 |
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 | $14,337 | $74,024-80.6% | $77,999-81.6% | $57,658-75.1% |
| Participation rate | 82.6% | 79.7%+2.9pp | 75.5%+7.1pp | 70.2%+12.4pp |
| Annual return | 9.91% | 12.14%-2.2pp | 425.96%-416.1pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,255 | $2,365-46.9% | $2,470-49.2% | $1,974-36.4% |
| Participant deferral / active EE | $2,416 | $3,533-31.6% | $3,497-30.9% | $3,061-21.1% |
| Admin fee / account holder | $13 | $93-86.2% | $5,480-99.8% | $95-86.4% |