Filed April 1, 2012
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $205,575 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $77,373 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,123 | $76,173+68.2% | $81,438+57.3% | $199,768-35.9% |
| Participation rate | 89.5% | 76.3%+13.2pp | 69.5%+20.0pp | 72.0%+17.4pp |
| Annual return | 13.26% | 15.59%-2.3pp | 24.74%-11.5pp | 34.26%-21.0pp |
| Employer contribution / active EE | $3,955 | $2,792+41.6% | $2,460+60.7% | $3,037+30.2% |
| Participant deferral / active EE | $7,064 | $4,201+68.1% | $3,883+81.9% | $5,090+38.8% |
| Admin fee / account holder | $126 | $146-13.4% | $5,764-97.8% | $269-53.0% |