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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,164 |
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 | $36,943 | $35,485+4.1% | $74,550-50.4% | $55,725-33.7% |
| Participation rate | 98.5% | 62.5%+35.9pp | 69.1%+29.3pp | 70.9%+27.6pp |
| Annual return | -6.31% | 0.72%-7.0pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $325 | $777-58.1% | $1,961-83.4% | $2,078-84.3% |
| Participant deferral / active EE | $4,092 | $2,181+87.7% | $3,108+31.7% | $3,356+22.0% |
| Admin fee / account holder | $25 | $114-78.2% | $5,060-99.5% | $115-78.3% |