Filed February 16, 2011 (most recent of 2 filings on file)
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 | $34,769 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,171 | $59,186+108.1% | $76,768+60.4% | $56,287+118.8% |
| Participation rate | 98.8% | 75.2%+23.6pp | 77.0%+21.8pp | 69.9%+28.9pp |
| Annual return | -5.26% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $3,204 | $1,759+82.2% | $2,485+28.9% | $2,111+51.8% |
| Participant deferral / active EE | $6,666 | $3,255+104.8% | $3,852+73.1% | $3,350+99.0% |
| Admin fee / account holder | $117 | $489-76.0% | $6,675-98.2% | $521-77.5% |