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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,243 |
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 | $124,147 | $130,194-4.6% | $169,993-27.0% | $71,457+73.7% |
| Participation rate | 92.1% | 86.1%+5.9pp | 87.0%+5.1pp | 67.9%+24.1pp |
| Annual return | 20.61% | 20.37%+0.2pp | 53.37%-32.8pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,456 | $4,381-43.9% | $6,785-63.8% | $2,588-5.1% |
| Participant deferral / active EE | $7,435 | $6,923+7.4% | $10,408-28.6% | $4,289+73.4% |
| Admin fee / account holder | $223 | $966-76.9% | $12,815-98.3% | $1,587-85.9% |