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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,560 | $111,608-35.0% | $177,821-59.2% | $73,409-1.2% |
| Participation rate | 87.1% | 87.9%-0.8pp | 87.7%-0.6pp | 72.2%+14.9pp |
| Annual return | 13.43% | 18.23%-4.8pp | 48.32%-34.9pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,664 | $3,796-56.2% | $5,918-71.9% | $2,234-25.5% |
| Participant deferral / active EE | $5,488 | $6,199-11.5% | $7,714-28.9% | $3,805+44.2% |
| Admin fee / account holder | $20 | $166-87.8% | $12,427-99.8% | $158-87.2% |