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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $326,285 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADV Service code 27 · EIN 42-1445429 | Advisory (Plan) | $151,374 |
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 | $49,159 | $56,095-12.4% | $178,490-72.5% | $90,288-45.6% |
| Participation rate | 95.3% | 65.6%+29.8pp | 81.9%+13.4pp | 73.4%+22.0pp |
| Annual return | 16.91% | 28.81%-11.9pp | 151.07%-134.2pp | 53.97%-37.1pp |
| Employer contribution / active EE | $1,931 | $1,572+22.8% | $5,011-61.5% | $2,524-23.5% |
| Participant deferral / active EE | $4,539 | $2,669+70.1% | $5,202-12.7% | $4,232+7.3% |
| Admin fee / account holder | $155 | $101+53.7% | $13,984-98.9% | $114+35.7% |