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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,249 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,353 | $130,194+37.8% | $169,993+5.5% | $71,457+151.0% |
| Participation rate | 98.1% | 86.1%+11.9pp | 87.0%+11.1pp | 67.9%+30.2pp |
| Annual return | 17.22% | 20.37%-3.1pp | 53.37%-36.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $4,642 | $4,381+6.0% | $6,785-31.6% | $2,588+79.4% |
| Participant deferral / active EE | $8,061 | $6,923+16.4% | $10,408-22.5% | $4,289+88.0% |
| Admin fee / account holder | $173 | $966-82.1% | $12,815-98.7% | $1,587-89.1% |