Filed March 10, 2005 (most recent of 2 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,910 |
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 | $42,201 | $73,404-42.5% | $87,100-51.5% | $67,579-37.6% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.9%+22.3pp | 71.3%+27.9pp |
| Annual return | 13.82% | 48.29%-34.5pp | 28.19%-14.4pp | 378.56%-364.7pp |
| Employer contribution / active EE | $705 | $2,014-65.0% | $2,521-72.1% | $2,148-67.2% |
| Participant deferral / active EE | $4,189 | $3,913+7.1% | $4,049+3.5% | $3,539+18.4% |
| Admin fee / account holder | $26 | $142-81.6% | $7,497-99.7% | $142-81.7% |