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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $217,550 |
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 | $32,145 | $78,852-59.2% | $76,768-58.1% | $75,289-57.3% |
| Participation rate | 98.4% | 85.0%+13.4pp | 77.0%+21.5pp | 72.4%+26.0pp |
| Annual return | -4.68% | -1.29%-3.4pp | 2.43%-7.1pp | -0.04%-4.6pp |
| Employer contribution / active EE | $1,529 | $2,794-45.3% | $2,485-38.5% | $2,405-36.4% |
| Participant deferral / active EE | $3,005 | $4,800-37.4% | $3,852-22.0% | $3,739-19.6% |
| Admin fee / account holder | $44 | $79-43.9% | $6,675-99.3% | $102-56.7% |