Filed June 7, 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,618 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,866 | $82,279-66.1% | $77,999-64.3% | $63,975-56.4% |
| Participation rate | 80.3% | 84.7%-4.3pp | 75.5%+4.8pp | 71.1%+9.2pp |
| Annual return | 49.05% | 11.20%+37.9pp | 425.96%-376.9pp | 48.65%+0.4pp |
| Employer contribution / active EE | $877 | $3,297-73.4% | $2,470-64.5% | $2,182-59.8% |
| Participant deferral / active EE | $2,193 | $4,538-51.7% | $3,497-37.3% | $3,356-34.7% |
| Admin fee / account holder | $22 | $81-72.8% | $5,480-99.6% | $70-68.6% |