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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,701 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,790 | $65,322+23.7% | $70,449+14.7% | $73,488+9.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 12.27% | 15.71%-3.4pp | 109.03%-96.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $3,602 | $2,460+46.4% | $2,737+31.6% | $2,270+58.7% |
| Participant deferral / active EE | $6,739 | $3,375+99.7% | $3,709+81.7% | $3,740+80.2% |
| Admin fee / account holder | $101 | $214-53.0% | $3,845-97.4% | $513-80.4% |