Filed April 19, 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,409 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,607 | $56,317+12.9% | $71,209-10.7% | $74,304-14.4% |
| Participation rate | 96.9% | 55.1%+41.8pp | 73.8%+23.1pp | 60.3%+36.5pp |
| Annual return | 17.76% | 42.83%-25.1pp | 282.51%-264.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $3,992 | $2,160+84.8% | $2,721+46.7% | $2,241+78.1% |
| Participant deferral / active EE | $4,405 | $2,788+58.0% | $4,175+5.5% | $3,767+16.9% |
| Admin fee / account holder | $140 | $2,290-93.9% | $5,349-97.4% | $2,969-95.3% |