Filed December 13, 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $250,838 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $106,223 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,770 | $108,549+8.5% | $156,263-24.6% | $85,563+37.6% |
| Participation rate | 98.9% | 77.1%+21.8pp | 78.9%+20.0pp | 66.0%+33.0pp |
| Annual return | 16.81% | 21.79%-5.0pp | 59.47%-42.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $787 | $2,690-70.8% | $4,333-81.8% | $2,654-70.4% |
| Participant deferral / active EE | $7,229 | $4,800+50.6% | $6,158+17.4% | $4,375+65.2% |
| Admin fee / account holder | $249 | $650-61.6% | $14,255-98.3% | $834-70.1% |