Filed June 7, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $880 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,155 | $55,182+36.2% | $73,307+2.5% | $55,191+36.2% |
| Participation rate | 98.5% | 73.9%+24.6pp | 74.9%+23.6pp | 69.2%+29.4pp |
| Annual return | 13.83% | 8.55%+5.3pp | 5.67%+8.2pp | 10.78%+3.1pp |
| Employer contribution / active EE | $1,857 | $1,935-4.0% | $3,237-42.6% | $1,899-2.2% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $4,991-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $68-97.9% | $5,637-100.0% | $91-98.4% |