Filed January 6, 2006
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,759 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,823 | $36,916-92.4% | $156,549-98.2% | $57,658-95.1% |
| Participation rate | 92.8% | 63.4%+29.4pp | 84.0%+8.8pp | 70.2%+22.6pp |
| Annual return | 12.53% | 12.38%+0.1pp | 32.23%-19.7pp | 5.13%+7.4pp |
| Employer contribution / active EE | $986 | $1,571-37.2% | $5,501-82.1% | $1,974-50.0% |
| Participant deferral / active EE | $452 | $1,926-76.5% | $4,871-90.7% | $3,061-85.2% |
| Admin fee / account holder | $10 | $82-87.9% | $13,027-99.9% | $95-89.4% |