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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,408 | $71,802+110.9% | $133,980+13.0% | $57,658+162.6% |
| Participation rate | 99.9% | 85.5%+14.4pp | 87.1%+12.8pp | 70.2%+29.7pp |
| Annual return | 17.43% | 13.51%+3.9pp | 29.30%-11.9pp | 5.13%+12.3pp |
| Employer contribution / active EE | $4,989 | $3,161+57.8% | $5,211-4.3% | $1,974+152.8% |
| Participant deferral / active EE | $8,362 | $4,606+81.6% | $6,282+33.1% | $3,061+173.2% |
| Admin fee / account holder | $17 | $88-81.1% | $9,324-99.8% | $95-82.5% |