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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,573 |
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 | $24,564 | $46,292-46.9% | $143,757-82.9% | $64,808-62.1% |
| Participation rate | 28.4% | 64.2%-35.8pp | 80.3%-51.9pp | 71.5%-43.0pp |
| Annual return | -5.54% | -10.05%+4.5pp | -0.04%-5.5pp | 32.82%-38.4pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,753 | $2,646-33.8% | $5,637-68.9% | $4,310-59.3% |
| Admin fee / account holder | $156 | $154+1.6% | $14,673-98.9% | $188-16.8% |