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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,242 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,408 | $121,341-2.4% | $189,513-37.5% | $79,386+49.2% |
| Participation rate | 90.9% | 86.1%+4.8pp | 87.8%+3.1pp | 70.7%+20.2pp |
| Annual return | 16.65% | 21.08%-4.4pp | 555.15%-538.5pp | 116.85%-100.2pp |
| Employer contribution / active EE | $1,884 | $3,915-51.9% | $6,162-69.4% | $2,427-22.4% |
| Participant deferral / active EE | $6,489 | $6,395+1.5% | $8,221-21.1% | $4,046+60.4% |
| Admin fee / account holder | $262 | $651-59.8% | $12,045-97.8% | $626-58.2% |