Filed November 20, 2013
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $230,649 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $79,737 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,020 | $122,186+37.5% | $146,958+14.3% | $199,593-15.8% |
| Participation rate | 95.1% | 78.3%+16.8pp | 82.2%+13.0pp | 72.0%+23.2pp |
| Annual return | 18.43% | 30.56%-12.1pp | 418.34%-399.9pp | 34.25%-15.8pp |
| Employer contribution / active EE | $6,613 | $4,093+61.6% | $4,933+34.1% | $3,034+117.9% |
| Participant deferral / active EE | $8,914 | $8,502+4.8% | $8,070+10.5% | $5,087+75.2% |
| Admin fee / account holder | $106 | $179-40.8% | $12,998-99.2% | $269-60.6% |