Filed October 11, 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $485 |
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 | $63,666 | $75,388-15.5% | $123,544-48.5% | $55,725+14.3% |
| Participation rate | 79.1% | 75.7%+3.5pp | 82.3%-3.2pp | 70.9%+8.3pp |
| Annual return | -3.90% | 4.48%-8.4pp | 119.20%-123.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $925 | $3,063-69.8% | $4,628-80.0% | $2,078-55.5% |
| Participant deferral / active EE | $4,479 | $5,651-20.7% | $6,426-30.3% | $3,356+33.5% |
| Admin fee / account holder | $33 | $120-72.3% | $9,284-99.6% | $115-71.2% |