Filed January 6, 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 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,780 |
Filed as: GREENSPRING ADVISORS Service code 13 · EIN 02-0161138 | Contract Administrator | $8,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,397 | $42,548+6.7% | $74,550-39.1% | $56,287-19.3% |
| Participation rate | 99.3% | 60.5%+38.9pp | 69.1%+30.2pp | 69.9%+29.5pp |
| Annual return | -4.03% | 12.40%-16.4pp | 32.53%-36.6pp | -9.96%+5.9pp |
| Employer contribution / active EE | $238 | $855-72.2% | $1,961-87.9% | $2,111-88.7% |
| Participant deferral / active EE | $5,716 | $2,277+151.0% | $3,108+83.9% | $3,350+70.7% |
| Admin fee / account holder | $135 | $467-71.1% | $5,060-97.3% | $521-74.1% |