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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,310 |
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 | $40,452 | $50,815-20.4% | $155,509-74.0% | $77,643-47.9% |
| Participation rate | 25.4% | 63.1%-37.7pp | 78.2%-52.8pp | 70.6%-45.2pp |
| Annual return | 15.07% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,310 | $2,822-18.1% | $5,626-58.9% | $4,647-50.3% |
| Admin fee / account holder | $223 | $437-49.0% | $15,912-98.6% | $430-48.3% |