Filed April 26, 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 | $96,214 |
Filed as: MESIROW FINANCIAL INC Service code 49 · EIN 36-3194849 | Other Services | $22,464 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,474 | $80,005-34.4% | $140,016-62.5% | $55,725-5.8% |
| Participation rate | 80.9% | 87.0%-6.1pp | 87.5%-6.6pp | 70.9%+10.0pp |
| Annual return | -5.07% | 0.46%-5.5pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,362 | $3,403-60.0% | $5,606-75.7% | $2,078-34.5% |
| Participant deferral / active EE | $3,177 | $5,264-39.6% | $6,927-54.1% | $3,356-5.3% |
| Admin fee / account holder | $257 | $116+121.8% | $10,705-97.6% | $115+122.8% |