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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,880 |
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 | $95,995 | $65,592+46.4% | $90,160+6.5% | $69,631+37.9% |
| Participation rate | 98.8% | 77.6%+21.2pp | 76.9%+21.9pp | 70.7%+28.1pp |
| Annual return | 16.62% | 57.10%-40.5pp | 34.88%-18.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $1,957 | $2,193-10.8% | $3,318-41.0% | $2,032-3.7% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $5,288-100.0% | $3,224-100.0% |
| Admin fee / account holder | $4 | $86-94.8% | $5,943-99.9% | $110-95.9% |