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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,737 |
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 | $91,045 | $60,989+49.3% | $60,874+49.6% | $66,914+36.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -13.70% | -9.60%-4.1pp | 16.90%-30.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $4,523 | $2,661+70.0% | $2,701+67.4% | $2,544+77.8% |
| Participant deferral / active EE | $8,225 | $3,615+127.5% | $3,817+115.5% | $4,237+94.1% |
| Admin fee / account holder | $128 | $338-62.3% | $3,224-96.0% | $593-78.5% |