Filed April 13, 2006 (most recent of 3 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,160 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,307 | $62,267-51.3% | $110,238-72.5% | $55,725-45.6% |
| Participation rate | 73.4% | 78.1%-4.7pp | 79.8%-6.4pp | 70.9%+2.5pp |
| Annual return | 1.70% | -1.07%+2.8pp | 314.74%-313.0pp | 244.93%-243.2pp |
| Employer contribution / active EE | $929 | $1,941-52.2% | $3,826-75.7% | $2,078-55.3% |
| Participant deferral / active EE | $1,679 | $3,516-52.2% | $4,672-64.1% | $3,356-50.0% |
| Admin fee / account holder | $78 | $121-35.8% | $8,547-99.1% | $115-32.6% |