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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,760 |
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 | $82,061 | $56,640+44.9% | $80,975+1.3% | $57,658+42.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 13.08% | 19.97%-6.9pp | 17.10%-4.0pp | 5.13%+7.9pp |
| Employer contribution / active EE | $2,092 | $2,085+0.3% | $3,714-43.7% | $1,974+6.0% |
| Participant deferral / active EE | $0 | $4,944-100.0% | $5,696-100.0% | $3,061-100.0% |
| Admin fee / account holder | $3 | $87-96.8% | $5,516-99.9% | $95-97.0% |