Filed February 22, 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 | $44,242 |
Service code 49 · EIN 87-3599091 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,584 | $54,517+222.1% | $75,972+131.1% | $74,495+135.7% |
| Participation rate | 96.6% | 60.3%+36.3pp | 69.1%+27.6pp | 67.2%+29.4pp |
| Annual return | 10.89% | 31.82%-20.9pp | 359.55%-348.7pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $4,710 | $1,777+165.0% | $2,685+75.4% | $2,623+79.6% |
| Participant deferral / active EE | $8,512 | $3,066+177.7% | $4,255+100.0% | $4,346+95.9% |
| Admin fee / account holder | $215 | $2,229-90.4% | $6,467-96.7% | $1,942-88.9% |