Filed March 30, 2006
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,992 | $69,305+1.0% | $82,313-15.0% | $69,631+0.5% |
| Participation rate | 97.0% | 80.3%+16.8pp | 76.9%+20.1pp | 70.7%+26.4pp |
| Annual return | 16.34% | 21.47%-5.1pp | 25.88%-9.5pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $2,032 | $1,887+7.7% | $2,428-16.3% | $2,0320% |
| Participant deferral / active EE | $3,233 | $3,568-9.4% | $3,706-12.8% | $3,224+0.3% |
| Admin fee / account holder | $39 | $97-60.2% | $5,608-99.3% | $110-65.0% |