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 | $21,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,655 | $112,686+108.2% | $169,993+38.0% | $80,160+192.7% |
| Participation rate | 99.9% | 87.4%+12.5pp | 87.0%+12.9pp | 72.9%+27.0pp |
| Annual return | 19.60% | 67.04%-47.4pp | 53.37%-33.8pp | 40.38%-20.8pp |
| Employer contribution / active EE | $10,499 | $4,481+134.3% | $6,785+54.7% | $2,978+252.6% |
| Participant deferral / active EE | $10,016 | $7,876+27.2% | $10,408-3.8% | $5,017+99.6% |
| Admin fee / account holder | $18 | $99-82.2% | $12,815-99.9% | $145-87.8% |