Filed July 26, 2006
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,037 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $74,823 | $60,795+23.1% | $69,455+7.7% | $65,185+14.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 18.25% | 17.46%+0.8pp | 28.97%-10.7pp | 29.38%-11.1pp |
| Employer contribution / active EE | $3,505 | $2,452+42.9% | $2,779+26.1% | $2,177+61.0% |
| Participant deferral / active EE | $6,385 | $3,162+101.9% | $3,535+80.6% | $3,514+81.7% |
| Admin fee / account holder | $109 | $314-65.1% | $3,839-97.1% | $847-87.1% |