Reports - Web Demos

Report name

Report summary

Type of data for the report

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Select the data that you would like to include in your report from the list below.

Note : Default will be all available columns if you choose not to select any column from below.

Select Columns		Data Description
Basic employee information - Select all
First Name	First name	Employee's first name
Participant ID	Participant ID	Participant ID
Last name	Last name	Employee's last name
Middle initial	Middle initial	Initial of employee's middle name
Partial SSN	Partial SSN	Employee's partial social security number
Street address 1	Street address 1	Employee's street address Line 1
Street address 2	Street address 2	Employee's street address Line 2
Street address 3	Street address 3	Employee's street address Line 3
Street address 4	Street address 4	Employee's street address Line 4
City	City	Employee's city of residence
Country	Country	Employee's country of residence
Alternate ID	Alternate ID	Employee's alternative unique ID
Birth date	Birth date	Employee's date of birth
Current age	Current age	Employee's current age
Participant location	Participant location	Workplace location of the employee
Zip code	Zip code	Employee's Zip Code
State	State	Employee's state of residence
Work email ID	Work email ID	Employee's work email ID
Participant account balance	Participant account balance	Participant account balance as of previous month end
Employment Information - Select All
Date of hire	Date of hire	Date the employee began employment
Highly compensated status	Highly compensated status	Whether or not the employee is considered Highly Compensated
Key status	Key status	Whether or not the employee is considered Key
Plan entry date	Plan entry date	Date the employee entered into the plan
Rehire date	Rehire date	Date the employee was rehired
Participant status	Participant status	Employee's status in the plan
Termination date	Termination date	Date the employee was terminated
Normal retirement date	Normal retirement date	Date the employee would normally retire
Beneficiary information - Select all
Designation effective date	Designation effective date	Date of beneficiary designation
Beneficiary name	Beneficiary name	Beneficiary name
Beneficiary percentage	Beneficiary percentage	Beneficiary designation percentage
Relationship	Relationship	Beneficiary's relationship to the employee
Beneficiary type	Beneficiary type	Type of beneficiary

Can't find what you're looking for? Principal can build a personalized report for you. Please note there may be a cost associated with running a custom report for your plan.