Filed November 8, 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 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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC. Service code 49 | Other Services | $8,183 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,743 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 49 · EIN 42-0941553 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $30,286 | $55,453-45.4% | $170,442-82.2% | $62,292-51.4% |
| Participation rate | 81.3% | 66.4%+15.0pp | 83.6%-2.3pp | 69.5%+11.8pp |
| Annual return | 12.66% | 21.38%-8.7pp | 205.93%-193.3pp | 28.90%-16.2pp |
| Employer contribution / active EE | $1,100 | $2,164-49.2% | $5,433-79.8% | $2,042-46.2% |
| Participant deferral / active EE | $3,390 | $2,303+47.2% | $4,939-31.4% | $3,169+7.0% |
| Admin fee / account holder | $41 | $455-91.1% | $13,880-99.7% | $479-91.5% |