Filed January 6, 2006
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,816 |
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 | $130,849 | $43,423+201.3% | $78,689+66.3% | $55,167+137.2% |
| Participation rate | 99.0% | 68.0%+31.0pp | 73.6%+25.4pp | 69.0%+30.0pp |
| Annual return | 8.07% | 11.53%-3.5pp | 62.18%-54.1pp | 169.23%-161.2pp |
| Employer contribution / active EE | $8,615 | $1,997+331.5% | $2,851+202.2% | $1,963+339.0% |
| Participant deferral / active EE | $8,350 | $2,509+232.8% | $3,517+137.4% | $3,054+173.4% |
| Admin fee / account holder | $22 | $416-94.8% | $4,510-99.5% | $504-95.7% |