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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,809 |
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 | $65,652 | $73,404-10.6% | $87,100-24.6% | $67,579-2.9% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.9%+21.7pp | 71.3%+27.3pp |
| Annual return | 21.18% | 48.29%-27.1pp | 28.19%-7.0pp | 378.56%-357.4pp |
| Employer contribution / active EE | $2,093 | $2,014+3.9% | $2,521-17.0% | $2,148-2.5% |
| Participant deferral / active EE | $3,479 | $3,913-11.1% | $4,049-14.1% | $3,539-1.7% |
| Admin fee / account holder | $41 | $142-70.7% | $7,497-99.4% | $142-70.8% |