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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $162,751 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,040 | $176,491-73.9% | $95,952-52.0% | $90,288-49.0% |
| Participation rate | 94.9% | 86.6%+8.3pp | 77.1%+17.8pp | 73.4%+21.5pp |
| Annual return | 13.31% | 20.14%-6.8pp | 91.61%-78.3pp | 53.97%-40.7pp |
| Employer contribution / active EE | $1,601 | $2,789-42.6% | $2,541-37.0% | $2,524-36.6% |
| Participant deferral / active EE | $3,289 | $5,340-38.4% | $4,167-21.1% | $4,232-22.3% |
| Admin fee / account holder | $38 | $154-75.6% | $6,795-99.4% | $114-67.0% |