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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,859 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,636 | $136,266-54.0% | $90,749-31.0% | $77,904-19.6% |
| Participation rate | 90.2% | 86.6%+3.6pp | 75.7%+14.5pp | 73.7%+16.5pp |
| Annual return | -14.26% | -11.32%-2.9pp | -12.16%-2.1pp | 12.21%-26.5pp |
| Employer contribution / active EE | $2,271 | $4,215-46.1% | $2,921-22.2% | $2,848-20.2% |
| Participant deferral / active EE | $4,616 | $6,353-27.3% | $4,564+1.1% | $4,806-3.9% |
| Admin fee / account holder | $120 | $399-69.8% | $8,445-98.6% | $133-9.2% |