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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,525 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,201 | $74,706+15.4% | $75,696+13.9% | $79,386+8.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 12.39% | 18.52%-6.1pp | 104.53%-92.1pp | 116.85%-104.5pp |
| Employer contribution / active EE | $3,293 | $2,590+27.2% | $2,743+20.1% | $2,427+35.7% |
| Participant deferral / active EE | $6,428 | $3,533+81.9% | $3,821+68.2% | $4,046+58.9% |
| Admin fee / account holder | $109 | $374-71.0% | $3,619-97.0% | $626-82.7% |