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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,451 |
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 | $142,694 | $65,376+118.3% | $87,100+63.8% | $65,185+118.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 23.32% | 31.27%-8.0pp | 28.19%-4.9pp | 29.38%-6.1pp |
| Employer contribution / active EE | $3,836 | $1,822+110.5% | $2,521+52.1% | $2,177+76.2% |
| Participant deferral / active EE | $7,249 | $3,388+113.9% | $4,049+79.0% | $3,514+106.3% |
| Admin fee / account holder | $204 | $520-60.7% | $7,497-97.3% | $847-75.9% |