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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,173 |
Filed as: ERISA FIDUCIARY SVCS Service code 21 · EIN 47-1637791 | Bank Trustee | $8,000 |
Annual investment return 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 | $14,053 | $37,196-62.2% | $154,107-90.9% | $55,725-74.8% |
| Participation rate | 91.6% | 64.1%+27.5pp | 83.0%+8.6pp | 70.9%+20.8pp |
| Annual return | -7.50% | 1319.68%-1327.2pp | 735.12%-742.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,281 | $1,614-20.6% | $5,298-75.8% | $2,078-38.4% |
| Participant deferral / active EE | $2,046 | $2,068-1.1% | $5,081-59.7% | $3,356-39.0% |
| Admin fee / account holder | $90 | $102-11.5% | $13,411-99.3% | $115-22.0% |