Filed June 27, 2014 (most recent of 3 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 | $103,100 |
AON CONSULTING2 years Filed as: AON HEWITT INV CONSULTING, INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $64,152 |
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 | $159,399 | $78,419+103.3% | $133,956+19.0% | $73,409+117.1% |
| Participation rate | 92.7% | 78.6%+14.1pp | 79.8%+12.9pp | 72.2%+20.6pp |
| Annual return | 16.66% | 33.35%-16.7pp | 45.09%-28.4pp | 59.29%-42.6pp |
| Employer contribution / active EE | $3,680 | $2,044+80.1% | $3,919-6.1% | $2,234+64.8% |
| Participant deferral / active EE | $9,847 | $3,925+150.9% | $5,048+95.1% | $3,805+158.8% |
| Admin fee / account holder | $201 | $161+24.5% | $8,927-97.8% | $158+27.2% |