Filed February 7, 2014
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 | $39,736 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,847 | $121,341+66.3% | $189,513+6.5% | $79,386+154.3% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.8%+10.8pp | 70.7%+27.9pp |
| Annual return | 14.36% | 21.08%-6.7pp | 555.15%-540.8pp | 116.85%-102.5pp |
| Employer contribution / active EE | $3,705 | $3,915-5.4% | $6,162-39.9% | $2,427+52.6% |
| Participant deferral / active EE | $7,343 | $6,395+14.8% | $8,221-10.7% | $4,046+81.5% |
| Admin fee / account holder | $253 | $651-61.1% | $12,045-97.9% | $626-59.5% |