Filed December 21, 2010
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 9-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $133,353 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $70,330 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,199 | $37,213-75.3% | $156,549-94.1% | $63,975-85.6% |
| Participation rate | 87.5% | 65.0%+22.6pp | 84.0%+3.5pp | 71.1%+16.4pp |
| Annual return | 0.21% | 47.89%-47.7pp | 32.23%-32.0pp | 48.65%-48.4pp |
| Employer contribution / active EE | $162 | $1,357-88.1% | $5,501-97.1% | $2,182-92.6% |
| Participant deferral / active EE | $938 | $2,070-54.7% | $4,871-80.7% | $3,356-72.1% |
| Admin fee / account holder | $42 | $56-25.0% | $13,027-99.7% | $70-40.0% |