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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,599 | $98,727-1.1% | $113,168-13.8% | $85,563+14.1% |
| Participation rate | 97.7% | 80.8%+16.8pp | 76.6%+21.1pp | 66.0%+31.7pp |
| Annual return | 16.89% | 17.43%-0.5pp | 24.27%-7.4pp | 31.51%-14.6pp |
| Employer contribution / active EE | $2,623 | $2,907-9.8% | $2,975-11.8% | $2,654-1.2% |
| Participant deferral / active EE | $4,967 | $5,424-8.4% | $5,107-2.7% | $4,375+13.5% |
| Admin fee / account holder | $32 | $357-90.9% | $12,068-99.7% | $834-96.1% |