Filed April 12, 2007
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,608 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,708 | $88,515-25.8% | $162,163-59.5% | $67,579-2.8% |
| Participation rate | 89.6% | 86.8%+2.8pp | 87.6%+2.1pp | 71.3%+18.4pp |
| Annual return | 12.33% | 27.04%-14.7pp | 115.59%-103.3pp | 378.56%-366.2pp |
| Employer contribution / active EE | $1,469 | $3,563-58.8% | $5,614-73.8% | $2,148-31.6% |
| Participant deferral / active EE | $5,199 | $5,724-9.2% | $7,298-28.8% | $3,539+46.9% |
| Admin fee / account holder | $19 | $124-84.3% | $10,843-99.8% | $142-86.3% |