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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,133 | $99,078-14.1% | $96,544-11.8% | $74,419+14.4% |
| Participation rate | 97.3% | 80.7%+16.6pp | 76.0%+21.3pp | 70.7%+26.5pp |
| Annual return | 18.61% | 22.48%-3.9pp | 25.84%-7.2pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,452 | $2,570-4.6% | $2,965-17.3% | $2,637-7.0% |
| Participant deferral / active EE | $4,354 | $4,933-11.7% | $4,851-10.2% | $4,528-3.8% |
| Admin fee / account holder | $29 | $225-86.9% | $8,252-99.6% | $348-91.5% |