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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,926 |
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 | $21,596 | $63,299-65.9% | $91,001-76.3% | $62,292-65.3% |
| Participation rate | 79.8% | 73.3%+6.4pp | 75.6%+4.2pp | 69.5%+10.2pp |
| Annual return | 24.79% | 20.99%+3.8pp | 4.60%+20.2pp | 28.90%-4.1pp |
| Employer contribution / active EE | $1,497 | $1,807-17.2% | $2,456-39.0% | $2,042-26.7% |
| Participant deferral / active EE | $3,046 | $2,943+3.5% | $3,547-14.1% | $3,169-3.9% |
| Admin fee / account holder | $16 | $468-96.6% | $5,417-99.7% | $479-96.7% |