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 |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $122,222 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,694 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,666 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $538,755 | $110,282+388.5% | $102,438+425.9% | $199,768+169.7% |
| Participation rate | 99.9% | 86.3%+13.7pp | 76.5%+23.4pp | 72.0%+27.9pp |
| Annual return | 5.12% | 35.75%-30.6pp | 29.37%-24.3pp | 34.26%-29.1pp |
| Employer contribution / active EE | $5,308 | $3,603+47.3% | $3,024+75.6% | $3,037+74.8% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,054-100.0% | $5,090-100.0% |
| Admin fee / account holder | $59 | $122-51.9% | $9,448-99.4% | $269-78.1% |