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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,173 |
Participant contribution per participant 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 | $201,500 | $80,005+151.9% | $140,016+43.9% | $55,725+261.6% |
| Participation rate | 98.3% | 87.0%+11.3pp | 87.5%+10.8pp | 70.9%+27.5pp |
| Annual return | 12.54% | 0.46%+12.1pp | 651.12%-638.6pp | 244.93%-232.4pp |
| Employer contribution / active EE | $5,040 | $3,403+48.1% | $5,606-10.1% | $2,078+142.5% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $6 | $116-94.9% | $10,705-99.9% | $115-94.9% |