Filed March 13, 2019 (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 | $60,043 |
Participant 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 | $56,972 | $37,196+53.2% | $154,107-63.0% | $55,725+2.2% |
| Participation rate | 77.4% | 64.1%+13.3pp | 83.0%-5.6pp | 70.9%+6.5pp |
| Annual return | -4.79% | 1319.68%-1324.5pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $6,397 | $1,614+296.3% | $5,298+20.7% | $2,078+207.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $69 | $102-31.9% | $13,411-99.5% | $115-39.9% |