Filed January 2, 2007
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,265 | $46,360-67.1% | $147,614-89.7% | $52,331-70.8% |
| Participation rate | 39.9% | 64.9%-25.1pp | 84.6%-44.7pp | 68.1%-28.2pp |
| Annual return | -0.55% | 1.62%-2.2pp | 61.98%-62.5pp | 4.54%-5.1pp |
| Employer contribution / active EE | $490 | $2,126-76.9% | $5,564-91.2% | $1,882-73.9% |
| Participant deferral / active EE | $1,462 | $2,258-35.3% | $4,895-70.1% | $3,022-51.6% |
| Admin fee / account holder | $99 | $766-87.1% | $11,611-99.1% | $592-83.2% |