Filed August 27, 2013
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 | $5,422 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,635 | $43,423+18.9% | $78,689-34.4% | $55,167-6.4% |
| Participation rate | 78.0% | 68.0%+9.9pp | 73.6%+4.4pp | 69.0%+9.0pp |
| Annual return | 7.42% | 11.53%-4.1pp | 62.18%-54.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $981 | $1,997-50.9% | $2,851-65.6% | $1,963-50.0% |
| Participant deferral / active EE | $3,099 | $2,509+23.5% | $3,517-11.9% | $3,054+1.5% |
| Admin fee / account holder | $45 | $416-89.1% | $4,510-99.0% | $504-91.0% |