Filed October 25, 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 | $42,372 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,241 | $44,221+11.4% | $121,196-59.4% | $56,287-12.5% |
| Participation rate | 99.1% | 61.1%+38.1pp | 71.7%+27.4pp | 69.9%+29.3pp |
| Annual return | -5.99% | -3.58%-2.4pp | 16.93%-22.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,414 | $1,480+63.1% | $4,022-40.0% | $2,111+14.3% |
| Participant deferral / active EE | $4,258 | $2,521+68.9% | $3,344+27.3% | $3,350+27.1% |
| Admin fee / account holder | $136 | $480-71.6% | $5,019-97.3% | $521-73.8% |