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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,735 |
Service code 49 · EIN 41-1486060 | Other Services | $5,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,547 | $62,267-31.7% | $110,238-61.4% | $55,725-23.6% |
| Participation rate | 69.3% | 78.1%-8.8pp | 79.8%-10.5pp | 70.9%-1.5pp |
| Annual return | -6.87% | -1.07%-5.8pp | 314.74%-321.6pp | 244.93%-251.8pp |
| Employer contribution / active EE | $1,044 | $1,941-46.2% | $3,826-72.7% | $2,078-49.8% |
| Participant deferral / active EE | $2,659 | $3,516-24.4% | $4,672-43.1% | $3,356-20.8% |
| Admin fee / account holder | $45 | $121-62.9% | $8,547-99.5% | $115-61.1% |