Filed October 6, 2008 (most recent of 2 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $299,128 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,423 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,404 | $72,066-67.5% | $81,930-71.4% | $90,288-74.1% |
| Participation rate | 87.2% | 78.9%+8.3pp | 72.0%+15.2pp | 73.4%+13.8pp |
| Annual return | 14.36% | 15.92%-1.6pp | 29.49%-15.1pp | 53.97%-39.6pp |
| Employer contribution / active EE | $494 | $2,335-78.8% | $4,310-88.5% | $2,524-80.4% |
| Participant deferral / active EE | $2,254 | $3,557-36.6% | $7,107-68.3% | $4,232-46.7% |
| Admin fee / account holder | $140 | $92+51.6% | $5,158-97.3% | $114+22.9% |