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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,866 |
Filed as: BEIMDIEK INSURANCE AGENCY INC Service code 49 · EIN 43-1063643 | Other Services | $8,062 |
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 | $42,349 | $53,925-21.5% | $75,670-44.0% | $69,631-39.2% |
| Participation rate | 93.8% | 71.2%+22.6pp | 72.3%+21.5pp | 70.7%+23.1pp |
| Annual return | 17.19% | 17.84%-0.6pp | 27.34%-10.2pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,520 | $1,802-15.7% | $2,352-35.4% | $2,032-25.2% |
| Participant deferral / active EE | $4,234 | $2,569+64.8% | $3,142+34.7% | $3,224+31.3% |
| Admin fee / account holder | $168 | $97+72.5% | $5,800-97.1% | $110+51.7% |