Filed May 7, 2012
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,114 |
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 | $13,943 | $36,916-62.2% | $156,549-91.1% | $57,658-75.8% |
| Participation rate | 84.8% | 63.4%+21.4pp | 84.0%+0.8pp | 70.2%+14.6pp |
| Annual return | 11.84% | 12.38%-0.5pp | 32.23%-20.4pp | 5.13%+6.7pp |
| Employer contribution / active EE | $1,203 | $1,571-23.4% | $5,501-78.1% | $1,974-39.0% |
| Participant deferral / active EE | $1,913 | $1,926-0.6% | $4,871-60.7% | $3,061-37.5% |
| Admin fee / account holder | $46 | $82-44.6% | $13,027-99.6% | $95-51.7% |