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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,960 | $114,195-33.5% | $106,548-28.7% | $93,030-18.3% |
| Participation rate | 92.4% | 86.4%+6.0pp | 76.1%+16.3pp | 73.9%+18.5pp |
| Annual return | 14.79% | 22.18%-7.4pp | 26.80%-12.0pp | 158.70%-143.9pp |
| Employer contribution / active EE | $2,295 | $4,009-42.8% | $2,819-18.6% | $2,706-15.2% |
| Participant deferral / active EE | $4,605 | $5,908-22.1% | $4,398+4.7% | $4,562+0.9% |
| Admin fee / account holder | $62 | $105-40.4% | $7,407-99.2% | $152-58.8% |