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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,141 |
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 | $16,682 | $46,173-63.9% | $170,442-90.2% | $69,631-76.0% |
| Participation rate | 89.4% | 63.9%+25.5pp | 83.6%+5.8pp | 70.7%+18.7pp |
| Annual return | 13.95% | 21.62%-7.7pp | 205.93%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $1,308 | $1,610-18.8% | $5,433-75.9% | $2,032-35.7% |
| Participant deferral / active EE | $2,048 | $2,080-1.6% | $4,939-58.5% | $3,224-36.5% |
| Admin fee / account holder | $60 | $116-48.1% | $13,880-99.6% | $110-45.6% |