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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,104 |
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 | $49,673 | $46,173+7.6% | $170,442-70.9% | $69,631-28.7% |
| Participation rate | 73.5% | 63.9%+9.6pp | 83.6%-10.1pp | 70.7%+2.8pp |
| Annual return | 16.24% | 21.62%-5.4pp | 205.93%-189.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,099 | $1,610-31.7% | $5,433-79.8% | $2,032-45.9% |
| Participant deferral / active EE | $2,568 | $2,080+23.5% | $4,939-48.0% | $3,224-20.3% |
| Admin fee / account holder | $100 | $116-13.4% | $13,880-99.3% | $110-9.0% |