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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,094 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,959 | $64,286-19.2% | $90,951-42.9% | $73,409-29.2% |
| Participation rate | 95.4% | 63.6%+31.8pp | 69.0%+26.4pp | 72.2%+23.2pp |
| Annual return | 12.22% | 21.45%-9.2pp | 134.60%-122.4pp | 59.29%-47.1pp |
| Employer contribution / active EE | $389 | $895-56.5% | $2,122-81.7% | $2,234-82.6% |
| Participant deferral / active EE | $4,680 | $2,453+90.8% | $3,373+38.8% | $3,805+23.0% |
| Admin fee / account holder | $130 | $287-54.6% | $5,959-97.8% | $158-17.4% |