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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,455 |
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 | $67,956 | $105,190-35.4% | $98,907-31.3% | $90,288-24.7% |
| Participation rate | 91.3% | 86.4%+5.0pp | 76.0%+15.3pp | 73.4%+18.0pp |
| Annual return | 59.69% | 18.52%+41.2pp | 196.43%-136.7pp | 53.97%+5.7pp |
| Employer contribution / active EE | $2,029 | $3,831-47.0% | $2,689-24.6% | $2,524-19.6% |
| Participant deferral / active EE | $3,964 | $5,616-29.4% | $4,244-6.6% | $4,232-6.3% |
| Admin fee / account holder | $10 | $97-89.2% | $6,642-99.8% | $114-90.8% |