Filed November 29, 2005
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $316,938 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 42-1445429 | Advisory (Plan) | $140,459 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,798 | $47,456-9.8% | $172,739-75.2% | $77,787-45.0% |
| Participation rate | 95.1% | 66.3%+28.8pp | 82.6%+12.4pp | 73.2%+21.8pp |
| Annual return | 22.79% | 35.57%-12.8pp | 802.84%-780.1pp | 32.57%-9.8pp |
| Employer contribution / active EE | $1,737 | $1,574+10.3% | $5,143-66.2% | $2,504-30.7% |
| Participant deferral / active EE | $4,176 | $2,560+63.1% | $5,198-19.7% | $3,967+5.3% |
| Admin fee / account holder | $158 | $81+95.9% | $13,954-98.9% | $100+58.3% |