Filed October 24, 2006
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,252 | $46,173-41.0% | $170,442-84.0% | $69,631-60.9% |
| Participation rate | 60.6% | 63.9%-3.3pp | 83.6%-23.0pp | 70.7%-10.1pp |
| Annual return | 13.93% | 21.62%-7.7pp | 205.93%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $493 | $1,610-69.4% | $5,433-90.9% | $2,032-75.7% |
| Participant deferral / active EE | $2,152 | $2,080+3.5% | $4,939-56.4% | $3,224-33.2% |
| Admin fee / account holder | $11 | $116-90.8% | $13,880-99.9% | $110-90.3% |