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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $960 |
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 | $96,761 | $62,543+54.7% | $83,333+16.1% | $55,725+73.6% |
| Participation rate | 98.7% | 78.4%+20.4pp | 77.8%+21.0pp | 70.9%+27.9pp |
| Annual return | 11.78% | 14.85%-3.1pp | 10.63%+1.1pp | 244.93%-233.2pp |
| Employer contribution / active EE | $2,808 | $2,427+15.7% | $3,379-16.9% | $2,078+35.1% |
| Participant deferral / active EE | $0 | $5,682-100.0% | $5,565-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $103-98.6% | $7,510-100.0% | $115-98.7% |