Filed March 17, 2016
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 | $74,994 |
Service code 27 · EIN 91-1802259 | Advisory (Plan) | $38,034 |
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 | $63,703 | $52,670+20.9% | $90,404-29.5% | $73,409-13.2% |
| Participation rate | 98.5% | 67.7%+30.8pp | 72.7%+25.8pp | 72.2%+26.3pp |
| Annual return | 12.07% | 20.70%-8.6pp | 1293.02%-1280.9pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,220 | $1,872-34.8% | $3,262-62.6% | $2,234-45.4% |
| Participant deferral / active EE | $4,563 | $2,807+62.6% | $3,963+15.1% | $3,805+19.9% |
| Admin fee / account holder | $297 | $117+154.1% | $5,611-94.7% | $158+87.9% |