Filed November 3, 2013
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 | $10,261 |
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 | $39,369 | $37,044+6.3% | $71,796-45.2% | $57,658-31.7% |
| Participation rate | 92.4% | 61.1%+31.3pp | 69.1%+23.3pp | 70.2%+22.1pp |
| Annual return | 6.72% | 12.64%-5.9pp | 78.04%-71.3pp | 5.13%+1.6pp |
| Employer contribution / active EE | $309 | $720-57.1% | $1,924-83.9% | $1,974-84.3% |
| Participant deferral / active EE | $3,612 | $1,974+83.0% | $2,794+29.3% | $3,061+18.0% |
| Admin fee / account holder | $23 | $101-77.3% | $4,815-99.5% | $95-75.7% |