Filed March 30, 2012 (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 | $85,000 |
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 | $164,839 | $73,404+124.6% | $87,100+89.3% | $67,579+143.9% |
| Participation rate | 98.6% | 80.9%+17.8pp | 76.9%+21.7pp | 71.3%+27.3pp |
| Annual return | 23.75% | 48.29%-24.5pp | 28.19%-4.4pp | 378.56%-354.8pp |
| Employer contribution / active EE | $1,851 | $2,014-8.1% | $2,521-26.6% | $2,148-13.8% |
| Participant deferral / active EE | $8,419 | $3,913+115.2% | $4,049+107.9% | $3,539+137.9% |
| Admin fee / account holder | $171 | $142+20.8% | $7,497-97.7% | $142+20.2% |