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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,624 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,952 | $86,655-56.2% | $119,609-68.3% | $66,914-43.3% |
| Participation rate | 62.7% | 75.6%-12.9pp | 79.3%-16.5pp | 69.8%-7.1pp |
| Annual return | -13.77% | -8.00%-5.8pp | -14.97%+1.2pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,168 | $2,536-53.9% | $4,232-72.4% | $2,544-54.1% |
| Participant deferral / active EE | $1,874 | $4,358-57.0% | $5,602-66.5% | $4,237-55.8% |
| Admin fee / account holder | $194 | $755-74.3% | $10,323-98.1% | $593-67.4% |