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 | $222,411 |
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 | $32,912 | $56,095-41.3% | $178,490-81.6% | $90,288-63.5% |
| Participation rate | 96.5% | 65.6%+31.0pp | 81.9%+14.6pp | 73.4%+23.2pp |
| Annual return | 20.47% | 28.81%-8.3pp | 151.07%-130.6pp | 53.97%-33.5pp |
| Employer contribution / active EE | $2,749 | $1,572+74.8% | $5,011-45.1% | $2,524+8.9% |
| Participant deferral / active EE | $4,286 | $2,669+60.6% | $5,202-17.6% | $4,232+1.3% |
| Admin fee / account holder | $106 | $101+5.5% | $13,984-99.2% | $114-6.9% |