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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,615 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,746 | $84,936+71.6% | $111,297+31.0% | $79,386+83.6% |
| Participation rate | 93.5% | 75.9%+17.6pp | 77.3%+16.2pp | 70.7%+22.8pp |
| Annual return | 15.29% | 17.45%-2.2pp | 54.65%-39.4pp | 116.85%-101.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,706 | $3,888+46.8% | $4,487+27.2% | $4,046+41.0% |
| Admin fee / account holder | $22 | $537-95.8% | $7,964-99.7% | $626-96.4% |