Filed January 1, 2012
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 | $4,877 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $100,228 | $93,182+7.6% | $146,665-31.7% | $79,386+26.3% |
| Participation rate | 95.9% | 76.4%+19.4pp | 80.1%+15.8pp | 70.7%+25.2pp |
| Annual return | 28.44% | 21.61%+6.8pp | 22.74%+5.7pp | 116.85%-88.4pp |
| Employer contribution / active EE | $1,262 | $2,420-47.8% | $4,136-69.5% | $2,427-48.0% |
| Participant deferral / active EE | $5,019 | $4,169+20.4% | $5,506-8.8% | $4,046+24.1% |
| Admin fee / account holder | $20 | $585-96.6% | $10,280-99.8% | $626-96.8% |