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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,939 |
Service code 33 · EIN 47-1411118 | Other fees; Securities brokerage | $78,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,587 | $131,799-6.2% | $200,582-38.4% | $85,563+44.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 17.38% | 21.59%-4.2pp | 42.33%-25.0pp | 31.51%-14.1pp |
| Employer contribution / active EE | $5,501 | $4,532+21.4% | $6,419-14.3% | $2,654+107.3% |
| Participant deferral / active EE | $6,497 | $7,702-15.6% | $9,331-30.4% | $4,375+48.5% |
| Admin fee / account holder | $74 | $235-68.5% | $16,305-99.5% | $834-91.1% |