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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,479 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $170,826 | $73,638+132.0% | $95,952+78.0% | $73,488+132.5% |
| Participation rate | 99.0% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 14.63% | 16.78%-2.2pp | 91.61%-77.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,903 | $1,863+55.8% | $2,541+14.2% | $2,270+27.9% |
| Participant deferral / active EE | $7,192 | $3,617+98.8% | $4,167+72.6% | $3,740+92.3% |
| Admin fee / account holder | $224 | $482-53.6% | $6,795-96.7% | $513-56.4% |