Filed December 2, 2011
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,914 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,333 | $46,732-67.2% | $156,549-90.2% | $55,167-72.2% |
| Participation rate | 95.4% | 65.8%+29.6pp | 84.0%+11.4pp | 69.0%+26.4pp |
| Annual return | 6.40% | 17.72%-11.3pp | 32.23%-25.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $956 | $2,105-54.6% | $5,501-82.6% | $1,963-51.3% |
| Participant deferral / active EE | $666 | $2,204-69.8% | $4,871-86.3% | $3,054-78.2% |
| Admin fee / account holder | $141 | $418-66.3% | $13,027-98.9% | $504-72.0% |