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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,461 |
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 | $164,007 | $58,778+179.0% | $129,207+26.9% | $77,643+111.2% |
| Participation rate | 16.0% | 59.2%-43.2pp | 69.6%-53.6pp | 70.6%-54.5pp |
| Annual return | 15.81% | 24.73%-8.9pp | 9417.33%-9401.5pp | 31.24%-15.4pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,954 | $3,212+23.1% | $4,168-5.1% | $4,647-14.9% |
| Admin fee / account holder | $297 | $589-49.7% | $7,715-96.2% | $430-31.1% |