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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,330 |
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 | $149,973 | $50,637+196.2% | $86,590+73.2% | $62,292+140.8% |
| Participation rate | 99.0% | 67.9%+31.1pp | 73.5%+25.5pp | 69.5%+29.5pp |
| Annual return | 16.27% | 20.80%-4.5pp | 964.84%-948.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $8,984 | $2,075+332.9% | $2,839+216.4% | $2,042+339.9% |
| Participant deferral / active EE | $8,688 | $2,611+232.7% | $3,609+140.8% | $3,169+174.2% |
| Admin fee / account holder | $10 | $413-97.6% | $4,906-99.8% | $479-97.9% |