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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,345 |
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 | $262,520 | $100,227+161.9% | $169,993+54.4% | $74,419+252.8% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.0%+12.8pp | 70.7%+29.1pp |
| Annual return | 3.02% | 66.08%-63.1pp | 53.37%-50.4pp | 34.38%-31.4pp |
| Employer contribution / active EE | $11,067 | $4,263+159.6% | $6,785+63.1% | $2,637+319.6% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $4 | $234-98.2% | $12,815-100.0% | $348-98.8% |