Filed April 21, 2011
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,950 |
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 | $31,858 | $47,126-32.4% | $149,673-78.7% | $74,419-57.2% |
| Participation rate | 88.2% | 63.4%+24.8pp | 78.8%+9.4pp | 70.7%+17.5pp |
| Annual return | 18.96% | 22.75%-3.8pp | 134.42%-115.5pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,627 | $1,905-14.6% | $4,818-66.2% | $2,637-38.3% |
| Participant deferral / active EE | $2,854 | $2,728+4.6% | $5,680-49.8% | $4,528-37.0% |
| Admin fee / account holder | $60 | $343-82.4% | $13,210-99.5% | $348-82.7% |