Filed December 15, 2011
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,835 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $118,699 | $59,186+100.6% | $76,768+54.6% | $56,287+110.9% |
| Participation rate | 97.9% | 75.2%+22.6pp | 77.0%+20.9pp | 69.9%+28.0pp |
| Annual return | -3.87% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,644 | $1,759+50.3% | $2,485+6.4% | $2,111+25.2% |
| Participant deferral / active EE | $5,684 | $3,255+74.6% | $3,852+47.6% | $3,350+69.7% |
| Admin fee / account holder | $19 | $489-96.1% | $6,675-99.7% | $521-96.3% |