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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $882 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $138,246 | $44,873+208.1% | $79,464+74.0% | $56,287+145.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -3.52% | 0.81%-4.3pp | 718.14%-721.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $8,302 | $2,140+287.9% | $2,800+196.4% | $2,111+293.2% |
| Participant deferral / active EE | $7,870 | $2,746+186.6% | $3,704+112.5% | $3,350+134.9% |
| Admin fee / account holder | $6 | $418-98.5% | $5,113-99.9% | $521-98.8% |