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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,205 |
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 | $92,630 | $69,362+33.5% | $101,248-8.5% | $73,488+26.0% |
| Participation rate | 86.9% | 68.4%+18.5pp | 75.8%+11.1pp | 70.7%+16.2pp |
| Annual return | 13.73% | 18.46%-4.7pp | 46.47%-32.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $501 | $2,628-80.9% | $3,660-86.3% | $2,270-77.9% |
| Participant deferral / active EE | $4,131 | $3,300+25.2% | $4,370-5.5% | $3,740+10.5% |
| Admin fee / account holder | $19 | $704-97.3% | $5,945-99.7% | $513-96.4% |