Filed February 22, 2021 (most recent of 7 filings on file)
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,317 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,819 | $71,802-15.3% | $133,980-54.6% | $57,658+5.5% |
| Participation rate | 96.5% | 85.5%+11.1pp | 87.1%+9.5pp | 70.2%+26.3pp |
| Annual return | 6.68% | 13.51%-6.8pp | 29.30%-22.6pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,103 | $3,161-65.1% | $5,211-78.8% | $1,974-44.1% |
| Participant deferral / active EE | $3,559 | $4,606-22.7% | $6,282-43.3% | $3,061+16.3% |
| Admin fee / account holder | $28 | $88-68.5% | $9,324-99.7% | $95-70.8% |