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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,690 | $122,239+57.6% | $184,203+4.6% | $74,495+158.7% |
| Participation rate | 98.8% | 85.5%+13.3pp | 86.8%+12.0pp | 67.2%+31.6pp |
| Annual return | 13.72% | 19.95%-6.2pp | 28.81%-15.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $4,853 | $4,537+7.0% | $6,427-24.5% | $2,623+85.0% |
| Participant deferral / active EE | $8,506 | $7,139+19.2% | $9,131-6.8% | $4,346+95.7% |
| Admin fee / account holder | $189 | $1,260-85.0% | $13,901-98.6% | $1,942-90.3% |