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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,376 |
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 | $240,008 | $88,515+171.2% | $162,163+48.0% | $67,579+255.2% |
| Participation rate | 99.5% | 86.8%+12.7pp | 87.6%+12.0pp | 71.3%+28.3pp |
| Annual return | 28.13% | 27.04%+1.1pp | 115.59%-87.5pp | 378.56%-350.4pp |
| Employer contribution / active EE | $9,119 | $3,563+155.9% | $5,614+62.4% | $2,148+324.6% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $5 | $124-95.9% | $10,843-100.0% | $142-96.5% |