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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,799 |
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 | $189,948 | $79,519+138.9% | $95,952+98.0% | $73,409+158.8% |
| Participation rate | 99.5% | 81.2%+18.4pp | 77.1%+22.5pp | 72.2%+27.4pp |
| Annual return | 17.89% | 19.20%-1.3pp | 91.61%-73.7pp | 59.29%-41.4pp |
| Employer contribution / active EE | $1,772 | $2,048-13.5% | $2,541-30.3% | $2,234-20.7% |
| Participant deferral / active EE | $8,247 | $4,138+99.3% | $4,167+97.9% | $3,805+116.7% |
| Admin fee / account holder | $179 | $184-2.8% | $6,795-97.4% | $158+13.5% |