Filed May 18, 2011 (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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $17,485 |
WELLS FARGO BANK, N.A.4 years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,974 |
Employer 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 | $120,312 | $93,131+29.2% | $106,548+12.9% | $86,799+38.6% |
| Participation rate | 99.1% | 81.4%+17.6pp | 76.1%+22.9pp | 72.3%+26.8pp |
| Annual return | 14.66% | 19.45%-4.8pp | 26.80%-12.1pp | 97.91%-83.2pp |
| Employer contribution / active EE | $416 | $2,895-85.6% | $2,819-85.2% | $2,405-82.7% |
| Participant deferral / active EE | $8,237 | $4,708+74.9% | $4,398+87.3% | $4,131+99.4% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |