Filed February 10, 2005 (most recent of 3 filings on file)
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $453,148 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,293 | $118,337+175.7% | $189,513+72.2% | $93,030+250.7% |
| Participation rate | 99.1% | 89.1%+10.0pp | 87.8%+11.3pp | 73.9%+25.2pp |
| Annual return | 15.31% | 21.77%-6.5pp | 555.15%-539.8pp | 158.70%-143.4pp |
| Employer contribution / active EE | $20,010 | $4,204+376.0% | $6,162+224.8% | $2,706+639.5% |
| Participant deferral / active EE | $16,354 | $7,123+129.6% | $8,221+98.9% | $4,562+258.5% |
| Admin fee / account holder | $81 | $100-18.4% | $12,045-99.3% | $152-46.4% |