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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $174,256 |
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 | $29,073 | $80,211-63.8% | $74,183-60.8% | $63,975-54.6% |
| Participation rate | 96.9% | 84.2%+12.7pp | 76.6%+20.3pp | 71.1%+25.8pp |
| Annual return | 8.61% | 14.13%-5.5pp | 17.74%-9.1pp | 48.65%-40.0pp |
| Employer contribution / active EE | $1,308 | $2,553-48.8% | $2,370-44.8% | $2,182-40.0% |
| Participant deferral / active EE | $2,530 | $4,370-42.1% | $3,550-28.7% | $3,356-24.6% |
| Admin fee / account holder | $39 | $67-42.7% | $5,586-99.3% | $70-45.3% |