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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,264 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,840 | $102,553-0.7% | $151,611-32.8% | $66,914+52.2% |
| Participation rate | 90.8% | 85.5%+5.3pp | 87.5%+3.3pp | 69.8%+21.0pp |
| Annual return | -19.47% | -10.82%-8.6pp | 3.33%-22.8pp | 1.58%-21.1pp |
| Employer contribution / active EE | $2,075 | $4,180-50.4% | $6,166-66.4% | $2,544-18.5% |
| Participant deferral / active EE | $6,795 | $6,641+2.3% | $8,363-18.8% | $4,237+60.4% |
| Admin fee / account holder | $209 | $630-66.8% | $11,616-98.2% | $593-64.7% |