Filed February 4, 2006 (most recent of 5 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,155 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,502 | $160,882+38.9% | $200,582+11.4% | $102,872+117.3% |
| Participation rate | 99.1% | 91.2%+7.9pp | 86.9%+12.2pp | 73.0%+26.1pp |
| Annual return | -19.02% | 18.15%-37.2pp | 42.33%-61.4pp | 19.06%-38.1pp |
| Employer contribution / active EE | $12,318 | $5,602+119.9% | $6,419+91.9% | $3,526+249.3% |
| Participant deferral / active EE | $0 | $9,300-100.0% | $9,331-100.0% | $5,535-100.0% |
| Admin fee / account holder | $3 | $125-97.7% | $16,305-100.0% | $292-99.0% |