Filed May 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,468 |
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 | $186,810 | $136,307+37.1% | $177,821+5.1% | $73,488+154.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 14.41% | 18.68%-4.3pp | 48.32%-33.9pp | 28.51%-14.1pp |
| Employer contribution / active EE | $5,962 | $3,712+60.6% | $5,918+0.7% | $2,270+162.6% |
| Participant deferral / active EE | $7,186 | $5,829+23.3% | $7,714-6.8% | $3,740+92.2% |
| Admin fee / account holder | $193 | $596-67.6% | $12,427-98.4% | $513-62.4% |