Filed March 16, 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 | $137,691 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,203 | $88,890+78.0% | $102,423+54.5% | $77,643+103.8% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.5%+23.3pp | 70.6%+29.2pp |
| Annual return | 12.45% | 24.98%-12.5pp | 29.32%-16.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $8,892 | $2,698+229.6% | $3,023+194.1% | $2,726+226.2% |
| Participant deferral / active EE | $9,493 | $5,145+84.5% | $5,053+87.9% | $4,647+104.3% |
| Admin fee / account holder | $212 | $235-10.0% | $9,451-97.8% | $430-50.8% |