Filed January 24, 2019 (most recent of 3 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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $49,664 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $10,047 |
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 | $18,178 | $45,382-59.9% | $154,107-88.2% | $75,289-75.9% |
| Participation rate | 94.8% | 65.9%+28.9pp | 83.0%+11.7pp | 72.4%+22.4pp |
| Annual return | -5.68% | -0.47%-5.2pp | 735.12%-740.8pp | -0.04%-5.6pp |
| Employer contribution / active EE | $2,401 | $1,533+56.7% | $5,298-54.7% | $2,405-0.2% |
| Participant deferral / active EE | $3,445 | $2,384+44.5% | $5,081-32.2% | $3,739-7.9% |
| Admin fee / account holder | $12 | $89-86.5% | $13,411-99.9% | $102-88.2% |