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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $188,212 |
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 | $32,428 | $88,730-63.5% | $82,313-60.6% | $77,958-58.4% |
| Participation rate | 96.3% | 84.5%+11.8pp | 76.9%+19.4pp | 71.6%+24.7pp |
| Annual return | 16.66% | 20.88%-4.2pp | 25.88%-9.2pp | 20.87%-4.2pp |
| Employer contribution / active EE | $1,447 | $2,758-47.5% | $2,428-40.4% | $2,310-37.4% |
| Participant deferral / active EE | $2,789 | $4,634-39.8% | $3,706-24.7% | $3,537-21.1% |
| Admin fee / account holder | $39 | $74-47.5% | $5,608-99.3% | $97-60.1% |