Filed July 23, 2014
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,967 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,354 | $71,957-63.4% | $67,652-61.0% | $59,188-55.5% |
| Participation rate | 97.1% | 82.7%+14.4pp | 75.7%+21.4pp | 69.4%+27.7pp |
| Annual return | 0.18% | 8.53%-8.3pp | 6625.04%-6624.9pp | 5.51%-5.3pp |
| Employer contribution / active EE | $1,225 | $2,432-49.6% | $2,266-45.9% | $2,098-41.6% |
| Participant deferral / active EE | $2,296 | $4,211-45.5% | $3,560-35.5% | $3,265-29.7% |
| Admin fee / account holder | $31 | $64-51.5% | $4,821-99.4% | $92-66.2% |