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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,262 |
Employer contribution per participant 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 | $74,005 | $58,726+26.0% | $92,233-19.8% | $62,292+18.8% |
| Participation rate | 87.0% | 68.3%+18.7pp | 76.5%+10.6pp | 69.5%+17.5pp |
| Annual return | 15.91% | 43.62%-27.7pp | 176.28%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $439 | $2,392-81.7% | $3,679-88.1% | $2,042-78.5% |
| Participant deferral / active EE | $3,648 | $2,766+31.9% | $3,897-6.4% | $3,169+15.1% |
| Admin fee / account holder | $28 | $556-95.0% | $5,194-99.5% | $479-94.2% |