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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,020 |
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 | $69,993 | $55,449+26.2% | $83,848-16.5% | $56,287+24.4% |
| Participation rate | 90.6% | 68.0%+22.6pp | 76.1%+14.5pp | 69.9%+20.8pp |
| Annual return | -4.84% | -1.38%-3.5pp | 850.88%-855.7pp | -9.96%+5.1pp |
| Employer contribution / active EE | $475 | $2,430-80.4% | $3,631-86.9% | $2,111-77.5% |
| Participant deferral / active EE | $3,814 | $2,935+29.9% | $4,082-6.6% | $3,350+13.9% |
| Admin fee / account holder | $22 | $656-96.6% | $5,478-99.6% | $521-95.7% |