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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,537 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,631 | $72,254+107.1% | $86,677+72.6% | $64,808+130.9% |
| Participation rate | 99.6% | 80.4%+19.2pp | 76.6%+23.0pp | 71.5%+28.1pp |
| Annual return | -16.64% | 392.42%-409.1pp | 35.91%-52.5pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,961 | $2,393-18.0% | $2,836-30.8% | $2,506-21.7% |
| Participant deferral / active EE | $8,979 | $4,658+92.8% | $4,656+92.9% | $4,310+108.3% |
| Admin fee / account holder | $174 | $174+0.1% | $7,493-97.7% | $188-7.3% |