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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,134 | $100,227-18.1% | $169,993-51.7% | $74,419+10.4% |
| Participation rate | 82.6% | 87.3%-4.7pp | 87.0%-4.4pp | 70.7%+11.9pp |
| Annual return | 16.03% | 66.08%-50.1pp | 53.37%-37.3pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,704 | $4,263-60.0% | $6,785-74.9% | $2,637-35.4% |
| Participant deferral / active EE | $5,714 | $7,143-20.0% | $10,408-45.1% | $4,528+26.2% |
| Admin fee / account holder | $11 | $234-95.3% | $12,815-99.9% | $348-96.9% |