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 | $13,206 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,535 |
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 | $116,269 | $59,328+96.0% | $118,925-2.2% | $73,488+58.2% |
| Participation rate | 93.9% | 62.3%+31.6pp | 75.4%+18.5pp | 70.7%+23.2pp |
| Annual return | 13.60% | 19.13%-5.5pp | 35.88%-22.3pp | 28.51%-14.9pp |
| Employer contribution / active EE | $3,537 | $1,803+96.1% | $3,263+8.4% | $2,270+55.8% |
| Participant deferral / active EE | $4,522 | $2,604+73.6% | $4,265+6.0% | $3,740+20.9% |
| Admin fee / account holder | $21 | $600-96.5% | $6,581-99.7% | $513-95.8% |