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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,531 | $47,898+18.0% | $117,472-51.9% | $64,808-12.8% |
| Participation rate | 99.6% | 61.9%+37.8pp | 70.6%+29.0pp | 71.5%+28.2pp |
| Annual return | -15.48% | -15.54%+0.1pp | 29.74%-45.2pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,437 | $1,774+37.4% | $4,176-41.6% | $2,506-2.7% |
| Participant deferral / active EE | $4,307 | $3,151+36.7% | $4,070+5.8% | $4,310-0.1% |
| Admin fee / account holder | $128 | $132-2.9% | $5,645-97.7% | $188-31.8% |