Filed July 15, 2006 (most recent of 2 filings on file)
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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,600 | $52,293-60.6% | $178,490-88.5% | $73,409-71.9% |
| Participation rate | 51.1% | 65.3%-14.2pp | 81.9%-30.8pp | 72.2%-21.1pp |
| Annual return | 12.37% | 34.75%-22.4pp | 151.07%-138.7pp | 59.29%-46.9pp |
| Employer contribution / active EE | $761 | $1,735-56.1% | $5,011-84.8% | $2,234-65.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $99 | $127-22.1% | $13,984-99.3% | $158-37.2% |