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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,118 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,845 | $48,335+32.1% | $121,098-47.3% | $71,457-10.7% |
| Participation rate | 98.7% | 54.3%+44.4pp | 69.5%+29.2pp | 67.9%+30.8pp |
| Annual return | 16.07% | 23.32%-7.2pp | 985.75%-969.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $3,931 | $1,489+164.0% | $4,164-5.6% | $2,588+51.9% |
| Participant deferral / active EE | $3,957 | $2,754+43.7% | $4,080-3.0% | $4,289-7.7% |
| Admin fee / account holder | $241 | $1,841-86.9% | $5,644-95.7% | $1,587-84.8% |