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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,263 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,004 | $86,897-13.7% | $151,611-50.5% | $64,808+15.7% |
| Participation rate | 86.0% | 87.3%-1.2pp | 87.5%-1.5pp | 71.5%+14.6pp |
| Annual return | -8.18% | -3.57%-4.6pp | 3.33%-11.5pp | 32.82%-41.0pp |
| Employer contribution / active EE | $1,797 | $4,010-55.2% | $6,166-70.9% | $2,506-28.3% |
| Participant deferral / active EE | $6,111 | $6,690-8.7% | $8,363-26.9% | $4,310+41.8% |
| Admin fee / account holder | $43 | $153-71.6% | $11,616-99.6% | $188-76.9% |