Filed November 4, 2016
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 3-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 | $20,314 |
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 | $43,713 | $36,916+18.4% | $156,549-72.1% | $57,658-24.2% |
| Participation rate | 72.5% | 63.4%+9.1pp | 84.0%-11.5pp | 70.2%+2.3pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $1,038 | $1,571-33.9% | $5,501-81.1% | $1,974-47.4% |
| Participant deferral / active EE | $2,422 | $1,926+25.8% | $4,871-50.3% | $3,061-20.9% |
| Admin fee / account holder | $90 | $82+9.5% | $13,027-99.3% | $95-4.5% |