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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,418 | $185,342-46.4% | $111,297-10.7% | $86,799+14.5% |
| Participation rate | 98.7% | 81.0%+17.7pp | 77.3%+21.4pp | 72.3%+26.4pp |
| Annual return | 12.34% | 500.80%-488.5pp | 54.65%-42.3pp | 97.91%-85.6pp |
| Employer contribution / active EE | $2,406 | $2,246+7.1% | $2,731-11.9% | $2,4050% |
| Participant deferral / active EE | $4,138 | $4,458-7.2% | $4,487-7.8% | $4,131+0.2% |
| Admin fee / account holder | $32 | $255-87.5% | $7,964-99.6% | $170-81.1% |