Filed March 20, 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,030 |
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 | $182,863 | $80,177+128.1% | $123,892+47.6% | $57,658+217.1% |
| Participation rate | 90.4% | 74.4%+16.0pp | 81.4%+9.0pp | 70.2%+20.2pp |
| Annual return | 11.07% | 17.90%-6.8pp | 47.52%-36.4pp | 5.13%+5.9pp |
| Employer contribution / active EE | $3,268 | $2,913+12.2% | $4,617-29.2% | $1,974+65.5% |
| Participant deferral / active EE | $9,626 | $5,130+87.6% | $5,984+60.9% | $3,061+214.5% |
| Admin fee / account holder | $9 | $106-92.0% | $8,357-99.9% | $95-91.0% |