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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,950 |
Annual investment return 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 | $99,858 | $89,282+11.8% | $94,646+5.5% | $74,419+34.2% |
| Participation rate | 97.8% | 82.4%+15.3pp | 80.8%+16.9pp | 70.7%+27.0pp |
| Annual return | 6.48% | 25.96%-19.5pp | 156.71%-150.2pp | 34.38%-27.9pp |
| Employer contribution / active EE | $4,030 | $3,022+33.3% | $3,672+9.7% | $2,637+52.8% |
| Participant deferral / active EE | $0 | $8,425-100.0% | $7,418-100.0% | $4,528-100.0% |
| Admin fee / account holder | $3 | $219-98.8% | $7,231-100.0% | $348-99.2% |