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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,532 |
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 | $57,884 | $47,648+21.5% | $130,648-55.7% | $67,579-14.3% |
| Participation rate | 99.3% | 60.4%+38.8pp | 71.7%+27.5pp | 71.3%+28.0pp |
| Annual return | 23.55% | 25.73%-2.2pp | 1708.96%-1685.4pp | 378.56%-355.0pp |
| Employer contribution / active EE | $2,173 | $1,408+54.4% | $4,092-46.9% | $2,148+1.2% |
| Participant deferral / active EE | $3,730 | $2,616+42.6% | $3,603+3.5% | $3,539+5.4% |
| Admin fee / account holder | $144 | $105+37.1% | $5,464-97.4% | $142+1.2% |