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 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 | $10,191 |
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 | $65,064 | $74,347-12.5% | $93,606-30.5% | $67,579-3.7% |
| Participation rate | 85.4% | 80.6%+4.7pp | 75.8%+9.5pp | 71.3%+14.1pp |
| Annual return | 21.33% | 28.07%-6.7pp | 32.76%-11.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $1,903 | $2,583-26.3% | $2,718-30.0% | $2,148-11.4% |
| Participant deferral / active EE | $3,511 | $4,060-13.5% | $4,069-13.7% | $3,539-0.8% |
| Admin fee / account holder | $14 | $123-88.4% | $7,888-99.8% | $142-90.0% |