Filed January 17, 2014
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $187,142 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $67,495 |
Employer contribution per participant 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 | $172,412 | $128,899+33.8% | $113,168+52.4% | $102,872+67.6% |
| Participation rate | 98.9% | 87.0%+11.9pp | 76.6%+22.3pp | 73.0%+25.9pp |
| Annual return | 14.89% | 15.88%-1.0pp | 24.27%-9.4pp | 19.06%-4.2pp |
| Employer contribution / active EE | $1,435 | $3,713-61.4% | $2,975-51.8% | $3,526-59.3% |
| Participant deferral / active EE | $9,825 | $6,787+44.8% | $5,107+92.4% | $5,535+77.5% |
| Admin fee / account holder | $136 | $129+4.8% | $12,068-98.9% | $292-53.6% |