Filed January 31, 2005 (most recent of 3 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,441 | $53,345+182.0% | $121,098+24.2% | $74,419+102.2% |
| Participation rate | 22.6% | 60.0%-37.4pp | 69.5%-46.9pp | 70.7%-48.1pp |
| Annual return | 22.24% | 35.15%-12.9pp | 985.75%-963.5pp | 34.38%-12.1pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,164-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,404 | $3,221+5.7% | $4,080-16.6% | $4,528-24.8% |
| Admin fee / account holder | $254 | $382-33.5% | $5,644-95.5% | $348-27.0% |