Filed March 17, 2016 (most recent of 3 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,400 |
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 | $52,486 | $70,667-25.7% | $123,104-57.4% | $52,331+0.3% |
| Participation rate | 91.9% | 83.7%+8.2pp | 86.8%+5.2pp | 68.1%+23.8pp |
| Annual return | 0.86% | 6.23%-5.4pp | 13.22%-12.4pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,487 | $2,946-49.5% | $5,151-71.1% | $1,882-21.0% |
| Participant deferral / active EE | $4,815 | $4,493+7.2% | $6,230-22.7% | $3,022+59.3% |
| Admin fee / account holder | $6 | $506-98.8% | $9,015-99.9% | $592-99.0% |