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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,735 |
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 | $56,623 | $52,884+7.1% | $84,750-33.2% | $55,167+2.6% |
| Participation rate | 88.7% | 67.5%+21.2pp | 76.6%+12.1pp | 69.0%+19.7pp |
| Annual return | 8.65% | 18.03%-9.4pp | 22.78%-14.1pp | 169.23%-160.6pp |
| Employer contribution / active EE | $461 | $2,233-79.4% | $3,574-87.1% | $1,963-76.5% |
| Participant deferral / active EE | $3,653 | $2,644+38.2% | $3,712-1.6% | $3,054+19.6% |
| Admin fee / account holder | $36 | $581-93.8% | $5,332-99.3% | $504-92.9% |