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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $632 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,730 | $45,035+3.8% | $62,995-25.8% | $70,131-33.4% |
| Participation rate | 98.6% | 69.5%+29.1pp | 74.8%+23.8pp | 69.5%+29.1pp |
| Annual return | 12.72% | 18.76%-6.0pp | 87.57%-74.8pp | 73.14%-60.4pp |
| Employer contribution / active EE | $5,166 | $2,051+151.9% | $2,759+87.3% | $2,342+120.6% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6 | $2,834-99.8% | $3,600-99.8% | $4,645-99.9% |