Filed January 13, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,443 |
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 | $47,131 | $50,498-6.7% | $75,781-37.8% | $55,191-14.6% |
| Participation rate | 86.8% | 69.4%+17.4pp | 75.8%+11.0pp | 69.2%+17.6pp |
| Annual return | 2.42% | 1.80%+0.6pp | 9.68%-7.3pp | 10.78%-8.4pp |
| Employer contribution / active EE | $375 | $2,291-83.6% | $3,323-88.7% | $1,899-80.3% |
| Participant deferral / active EE | $2,942 | $2,589+13.6% | $3,651-19.4% | $3,046-3.4% |
| Admin fee / account holder | $21 | $123-83.2% | $5,299-99.6% | $91-77.2% |