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 |
|---|---|---|
Service code 15 · EIN 23-1928421 | Recordkeeping | $11,474 |
Filed as: PRINCIPAL LIFE INSURAMCE CPMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $72,166 | $80,753-10.6% | $136,294-47.1% | $62,292+15.9% |
| Participation rate | 77.2% | 73.5%+3.7pp | 81.9%-4.7pp | 69.5%+7.7pp |
| Annual return | 33.16% | 35.83%-2.7pp | 5155.94%-5122.8pp | 28.90%+4.3pp |
| Employer contribution / active EE | $2,471 | $2,884-14.3% | $4,695-47.4% | $2,042+21.0% |
| Participant deferral / active EE | $5,955 | $5,164+15.3% | $6,247-4.7% | $3,169+87.9% |
| Admin fee / account holder | $174 | $525-66.9% | $9,243-98.1% | $479-63.7% |