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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $392,856 |
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 | $262,688 | $95,918+173.9% | $151,611+73.3% | $77,904+237.2% |
| Participation rate | 99.0% | 88.7%+10.3pp | 87.5%+11.5pp | 73.7%+25.4pp |
| Annual return | -15.62% | -5.50%-10.1pp | 3.33%-19.0pp | 12.21%-27.8pp |
| Employer contribution / active EE | $13,169 | $4,330+204.1% | $6,166+113.6% | $2,848+362.5% |
| Participant deferral / active EE | $16,485 | $7,508+119.6% | $8,363+97.1% | $4,806+243.0% |
| Admin fee / account holder | $65 | $93-29.9% | $11,616-99.4% | $133-50.6% |