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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,997 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,407 | $111,491+143.4% | $189,513+43.2% | $86,799+212.7% |
| Participation rate | 99.9% | 87.3%+12.6pp | 87.8%+12.1pp | 72.3%+27.6pp |
| Annual return | 8.17% | 83.50%-75.3pp | 555.15%-547.0pp | 97.91%-89.7pp |
| Employer contribution / active EE | $10,962 | $3,951+177.4% | $6,162+77.9% | $2,405+355.7% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $6 | $189-97.0% | $12,045-100.0% | $170-96.6% |