Filed June 27, 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,082 |
Service code 33 · EIN 47-1411118 | Securities brokerage; Other fees | $59,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,798 | $100,227-14.4% | $169,993-49.5% | $74,419+15.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 208.60% | 66.08%+142.5pp | 53.37%+155.2pp | 34.38%+174.2pp |
| Employer contribution / active EE | $5,406 | $4,263+26.8% | $6,785-20.3% | $2,637+105.0% |
| Participant deferral / active EE | $5,957 | $7,143-16.6% | $10,408-42.8% | $4,528+31.5% |
| Admin fee / account holder | $33 | $234-86.1% | $12,815-99.7% | $348-90.6% |