Filed November 1, 2013 (most recent of 3 filings on file)
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,519 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $1,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,247 | $74,552-19.2% | $62,995-4.4% | $69,631-13.5% |
| Participation rate | 53.6% | 78.3%-24.7pp | 74.8%-21.2pp | 70.7%-17.1pp |
| Annual return | 14.43% | 15.77%-1.3pp | 87.57%-73.1pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $1,580 | $2,929-46.1% | $2,759-42.7% | $2,032-22.2% |
| Participant deferral / active EE | $2,530 | $2,974-14.9% | $3,329-24.0% | $3,224-21.5% |
| Admin fee / account holder | $143 | $59+141.5% | $3,600-96.0% | $110+29.9% |