Filed May 21, 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 | $7,177 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,171 | $75,183-29.3% | $123,892-57.1% | $55,167-3.6% |
| Participation rate | 75.6% | 72.8%+2.8pp | 81.4%-5.8pp | 69.0%+6.6pp |
| Annual return | 16.10% | 19.01%-2.9pp | 47.52%-31.4pp | 169.23%-153.1pp |
| Employer contribution / active EE | $2,195 | $2,823-22.3% | $4,617-52.5% | $1,963+11.8% |
| Participant deferral / active EE | $5,546 | $5,084+9.1% | $5,984-7.3% | $3,054+81.6% |
| Admin fee / account holder | $72 | $663-89.1% | $8,357-99.1% | $504-85.6% |