Filed March 10, 2015 (most recent of 2 filings on file)
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 | $29,074 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,115 | $50,106-21.9% | $70,014-44.1% | $57,658-32.2% |
| Participation rate | 95.6% | 70.9%+24.8pp | 71.8%+23.8pp | 70.2%+25.4pp |
| Annual return | 7.05% | 14.58%-7.5pp | 12.99%-5.9pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,517 | $1,739-12.8% | $2,338-35.1% | $1,974-23.1% |
| Participant deferral / active EE | $3,973 | $2,486+59.8% | $2,931+35.6% | $3,061+29.8% |
| Admin fee / account holder | $52 | $89-41.7% | $4,380-98.8% | $95-45.0% |