Filed June 28, 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 | $31,659 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,032 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,177 | $45,602+25.4% | $117,472-51.3% | $66,914-14.6% |
| Participation rate | 94.4% | 57.6%+36.8pp | 70.6%+23.9pp | 69.8%+24.6pp |
| Annual return | -14.34% | -16.74%+2.4pp | 29.74%-44.1pp | 1.58%-15.9pp |
| Employer contribution / active EE | $3,052 | $1,579+93.3% | $4,176-26.9% | $2,544+19.9% |
| Participant deferral / active EE | $3,958 | $2,845+39.1% | $4,070-2.8% | $4,237-6.6% |
| Admin fee / account holder | $274 | $661-58.5% | $5,645-95.1% | $593-53.8% |