Filed August 28, 2009
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 | $21,711 |
Filed as: ONEAMERICA SECURITIES, INC. Service code 16 · EIN 35-1159900 | Consulting | $15,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,053 | $35,600+130.5% | $87,507-6.2% | $63,975+28.3% |
| Participation rate | 61.9% | 56.1%+5.7pp | 73.8%-12.0pp | 71.1%-9.3pp |
| Annual return | 5.97% | 17.86%-11.9pp | 12.21%-6.2pp | 48.65%-42.7pp |
| Employer contribution / active EE | $1,646 | $854+92.8% | $2,550-35.4% | $2,182-24.6% |
| Participant deferral / active EE | $2,346 | $1,660+41.4% | $3,149-25.5% | $3,356-30.1% |
| Admin fee / account holder | $15 | $51-69.7% | $4,221-99.6% | $70-78.2% |