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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,556 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,145 | $69,763+66.5% | $67,502+72.1% | $74,495+55.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.41% | -40.34%+51.7pp | 3512.12%-3500.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $4,925 | $2,704+82.1% | $2,731+80.3% | $2,623+87.7% |
| Participant deferral / active EE | $8,804 | $3,636+142.1% | $4,000+120.1% | $4,346+102.6% |
| Admin fee / account holder | $112 | $896-87.5% | $3,998-97.2% | $1,942-94.2% |