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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $183,753 |
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 | $25,623 | $47,456-46.0% | $172,739-85.2% | $77,787-67.1% |
| Participation rate | 95.4% | 66.3%+29.1pp | 82.6%+12.7pp | 73.2%+22.2pp |
| Annual return | 26.11% | 35.57%-9.5pp | 802.84%-776.7pp | 32.57%-6.5pp |
| Employer contribution / active EE | $2,715 | $1,574+72.5% | $5,143-47.2% | $2,504+8.4% |
| Participant deferral / active EE | $3,886 | $2,560+51.8% | $5,198-25.2% | $3,967-2.0% |
| Admin fee / account holder | $94 | $81+16.6% | $13,954-99.3% | $100-5.8% |