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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,871 |
Service code 49 · EIN 93-0987232 | Other Services | $26,329 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,414 | $52,293-36.1% | $178,490-81.3% | $73,409-54.5% |
| Participation rate | 68.2% | 65.3%+2.8pp | 81.9%-13.7pp | 72.2%-4.0pp |
| Annual return | -7.61% | 34.75%-42.4pp | 151.07%-158.7pp | 59.29%-66.9pp |
| Employer contribution / active EE | $625 | $1,735-64.0% | $5,011-87.5% | $2,234-72.0% |
| Participant deferral / active EE | $3,079 | $2,332+32.0% | $5,202-40.8% | $3,805-19.1% |
| Admin fee / account holder | $278 | $127+118.2% | $13,984-98.0% | $158+76.0% |