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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,841 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,291 |
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 | $51,566 | $91,517-43.7% | $101,248-49.1% | $73,409-29.8% |
| Participation rate | 95.5% | 73.8%+21.7pp | 75.8%+19.7pp | 72.2%+23.4pp |
| Annual return | 13.63% | 17.17%-3.5pp | 46.47%-32.8pp | 59.29%-45.7pp |
| Employer contribution / active EE | $2,016 | $2,877-29.9% | $3,660-44.9% | $2,234-9.7% |
| Participant deferral / active EE | $4,895 | $3,338+46.6% | $4,370+12.0% | $3,805+28.6% |
| Admin fee / account holder | $11 | $216-94.7% | $5,945-99.8% | $158-92.8% |