Filed February 17, 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 | $25 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,636 | $46,732-73.0% | $156,549-91.9% | $55,167-77.1% |
| Participation rate | 93.1% | 65.8%+27.3pp | 84.0%+9.1pp | 69.0%+24.2pp |
| Annual return | 7.01% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $845 | $2,105-59.8% | $5,501-84.6% | $1,963-56.9% |
| Participant deferral / active EE | $423 | $2,204-80.8% | $4,871-91.3% | $3,054-86.1% |
| Admin fee / account holder | $11 | $418-97.4% | $13,027-99.9% | $504-97.8% |