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 14 · EIN 42-0127290 | Plan Administrator | $59,796 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,911 |
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 | $552,292 | $128,899+328.5% | $113,168+388.0% | $102,872+436.9% |
| Participation rate | 99.9% | 87.0%+12.9pp | 76.6%+23.4pp | 73.0%+26.9pp |
| Annual return | 3.27% | 15.88%-12.6pp | 24.27%-21.0pp | 19.06%-15.8pp |
| Employer contribution / active EE | $6,439 | $3,713+73.4% | $2,975+116.4% | $3,526+82.6% |
| Participant deferral / active EE | $0 | $6,787-100.0% | $5,107-100.0% | $5,535-100.0% |
| Admin fee / account holder | $30 | $129-76.6% | $12,068-99.7% | $292-89.6% |