Filed June 4, 2012 (most recent of 3 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 | $1,086 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,217 | $39,122+7.9% | $57,179-26.2% | $62,891-32.9% |
| Participation rate | 93.8% | 70.5%+23.3pp | 75.3%+18.5pp | 69.3%+24.5pp |
| Annual return | 3.92% | 9.23%-5.3pp | 14.59%-10.7pp | 20.14%-16.2pp |
| Employer contribution / active EE | $4,679 | $1,874+149.7% | $2,682+74.4% | $2,281+105.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11 | $2,592-99.6% | $3,139-99.6% | $4,296-99.7% |