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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,529 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,323 | $129,021-29.2% | $184,203-50.4% | $77,643+17.6% |
| Participation rate | 87.1% | 87.3%-0.2pp | 86.8%+0.3pp | 70.6%+16.5pp |
| Annual return | 17.13% | 33.27%-16.1pp | 28.81%-11.7pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,943 | $4,413-56.0% | $6,427-69.8% | $2,726-28.7% |
| Participant deferral / active EE | $6,472 | $7,297-11.3% | $9,131-29.1% | $4,647+39.3% |
| Admin fee / account holder | $23 | $254-90.8% | $13,901-99.8% | $430-94.6% |