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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,872 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,875 | $98,982-10.2% | $162,163-45.2% | $65,185+36.3% |
| Participation rate | 88.3% | 85.8%+2.6pp | 87.6%+0.8pp | 70.2%+18.1pp |
| Annual return | 28.92% | 24.84%+4.1pp | 115.59%-86.7pp | 29.38%-0.5pp |
| Employer contribution / active EE | $1,531 | $3,467-55.8% | $5,614-72.7% | $2,177-29.6% |
| Participant deferral / active EE | $5,179 | $5,384-3.8% | $7,298-29.0% | $3,514+47.4% |
| Admin fee / account holder | $74 | $596-87.6% | $10,843-99.3% | $847-91.3% |