Filed November 9, 2018 (most recent of 2 filings on file)
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 | $2,983 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,881 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,013 | $55,449-15.2% | $83,848-43.9% | $56,287-16.5% |
| Participation rate | 96.3% | 68.0%+28.3pp | 76.1%+20.1pp | 69.9%+26.4pp |
| Annual return | -5.44% | -1.38%-4.1pp | 850.88%-856.3pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,504 | $2,430-38.1% | $3,631-58.6% | $2,111-28.8% |
| Participant deferral / active EE | $4,380 | $2,935+49.2% | $4,082+7.3% | $3,350+30.8% |
| Admin fee / account holder | $29 | $656-95.6% | $5,478-99.5% | $521-94.5% |