Filed December 10, 2005 (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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $18,233 |
Filed as: CAPFINANCIAL PARTNERS LL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,647 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,250 |
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 | $113,073 | $65,557+72.5% | $105,738+6.9% | $56,287+100.9% |
| Participation rate | 81.9% | 63.4%+18.5pp | 76.3%+5.6pp | 69.9%+12.1pp |
| Annual return | -5.23% | -1.32%-3.9pp | 6.27%-11.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $3,720 | $1,788+108.1% | $3,268+13.8% | $2,111+76.2% |
| Participant deferral / active EE | $4,691 | $2,418+94.0% | $4,080+15.0% | $3,350+40.1% |
| Admin fee / account holder | $106 | $561-81.2% | $6,913-98.5% | $521-79.7% |