Filed October 26, 2015 (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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,643 |
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 | $48,050 | $107,378-55.3% | $108,579-55.7% | $57,658-16.7% |
| Participation rate | 96.3% | 77.1%+19.2pp | 79.6%+16.7pp | 70.2%+26.1pp |
| Annual return | 7.72% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,599 | $1,782-10.3% | $3,758-57.5% | $1,974-19.0% |
| Participant deferral / active EE | $3,602 | $3,221+11.8% | $4,311-16.4% | $3,061+17.7% |
| Admin fee / account holder | $69 | $108-36.5% | $7,645-99.1% | $95-27.1% |