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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,345 |
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 | $145,959 | $65,376+123.3% | $87,100+67.6% | $65,185+123.9% |
| Participation rate | 97.7% | 75.3%+22.4pp | 76.9%+20.8pp | 70.2%+27.5pp |
| Annual return | 22.23% | 31.27%-9.0pp | 28.19%-6.0pp | 29.38%-7.2pp |
| Employer contribution / active EE | $2,584 | $1,822+41.8% | $2,521+2.5% | $2,177+18.7% |
| Participant deferral / active EE | $5,670 | $3,388+67.3% | $4,049+40.0% | $3,514+61.4% |
| Admin fee / account holder | $28 | $520-94.7% | $7,497-99.6% | $847-96.7% |