Filed March 9, 2010
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 | $36,868 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,032 | $63,299+59.6% | $91,001+11.0% | $62,292+62.2% |
| Participation rate | 92.6% | 73.3%+19.3pp | 75.6%+17.0pp | 69.5%+23.1pp |
| Annual return | 13.25% | 20.99%-7.7pp | 4.60%+8.6pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,953 | $1,807+8.1% | $2,456-20.5% | $2,042-4.4% |
| Participant deferral / active EE | $5,030 | $2,943+70.9% | $3,547+41.8% | $3,169+58.7% |
| Admin fee / account holder | $295 | $468-36.9% | $5,417-94.6% | $479-38.5% |