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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,766 |
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 | $334,019 | $122,693+172.2% | $184,203+81.3% | $199,593+67.4% |
| Participation rate | 86.3% | 86.8%-0.5pp | 86.8%-0.5pp | 72.0%+14.3pp |
| Annual return | 25.61% | 143.91%-118.3pp | 28.81%-3.2pp | 34.25%-8.6pp |
| Employer contribution / active EE | $11,705 | $4,584+155.3% | $6,427+82.1% | $3,034+285.8% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $3 | $121-97.4% | $13,901-100.0% | $269-98.8% |