Filed December 10, 2005
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,956 | $56,485-57.6% | $185,823-87.1% | $86,799-72.4% |
| Participation rate | 29.7% | 65.5%-35.8pp | 81.7%-52.0pp | 72.3%-42.6pp |
| Annual return | 16.00% | 118.04%-102.0pp | 122.05%-106.1pp | 97.91%-81.9pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,389 | $2,553-45.6% | $5,568-75.1% | $4,131-66.4% |
| Admin fee / account holder | $129 | $150-13.8% | $16,237-99.2% | $170-23.9% |