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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,294 |
Service code 49 · EIN 41-1486060 | Other Services | $3,699 |
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 | $48,082 | $71,666-32.9% | $117,854-59.2% | $69,631-30.9% |
| Participation rate | 95.0% | 77.5%+17.4pp | 79.7%+15.3pp | 70.7%+24.3pp |
| Annual return | 20.14% | 18.86%+1.3pp | 335.08%-314.9pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $1,406 | $1,889-25.6% | $3,786-62.9% | $2,032-30.8% |
| Participant deferral / active EE | $3,471 | $3,340+3.9% | $4,482-22.6% | $3,224+7.7% |
| Admin fee / account holder | $43 | $120-64.4% | $8,020-99.5% | $110-61.2% |