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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,077 |
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 | $64,242 | $54,121+18.7% | $134,143-52.1% | $73,409-12.5% |
| Participation rate | 99.6% | 64.4%+35.3pp | 72.2%+27.5pp | 72.2%+27.5pp |
| Annual return | 13.93% | -312.52%+326.5pp | 36.33%-22.4pp | 59.29%-45.4pp |
| Employer contribution / active EE | $2,018 | $1,402+44.0% | $3,704-45.5% | $2,234-9.7% |
| Participant deferral / active EE | $3,525 | $2,844+24.0% | $3,499+0.8% | $3,805-7.4% |
| Admin fee / account holder | $146 | $132+10.3% | $6,684-97.8% | $158-7.6% |