Filed November 7, 2012
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 | $64,314 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,942 | $66,457+30.8% | $81,438+6.8% | $77,671+11.9% |
| Participation rate | 92.8% | 68.7%+24.0pp | 69.5%+23.3pp | 70.6%+22.2pp |
| Annual return | 15.99% | 15.93%+0.1pp | 24.74%-8.8pp | 31.21%-15.2pp |
| Employer contribution / active EE | $2,768 | $2,159+28.2% | $2,460+12.5% | $2,726+1.5% |
| Participant deferral / active EE | $5,923 | $3,679+61.0% | $3,883+52.5% | $4,648+27.4% |
| Admin fee / account holder | $202 | $583-65.4% | $5,764-96.5% | $430-53.2% |