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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,127 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,956 | $136,307-25.9% | $177,821-43.2% | $73,488+37.4% |
| Participation rate | 90.8% | 86.1%+4.7pp | 87.7%+3.1pp | 70.7%+20.2pp |
| Annual return | 21.19% | 18.68%+2.5pp | 48.32%-27.1pp | 28.51%-7.3pp |
| Employer contribution / active EE | $1,733 | $3,712-53.3% | $5,918-70.7% | $2,270-23.7% |
| Participant deferral / active EE | $5,954 | $5,829+2.1% | $7,714-22.8% | $3,740+59.2% |
| Admin fee / account holder | $226 | $596-62.1% | $12,427-98.2% | $513-56.0% |