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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,120 |
Service code 33 · EIN 47-1411118 | Other fees; Securities brokerage | $75,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,712 | $129,021-17.3% | $184,203-42.1% | $77,643+37.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 43.11% | 33.27%+9.8pp | 28.81%+14.3pp | 31.24%+11.9pp |
| Employer contribution / active EE | $5,319 | $4,413+20.5% | $6,427-17.2% | $2,726+95.1% |
| Participant deferral / active EE | $6,214 | $7,297-14.9% | $9,131-32.0% | $4,647+33.7% |
| Admin fee / account holder | $262 | $254+3.2% | $13,901-98.1% | $430-39.2% |