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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,841 |
Service code 27 · EIN 27-1746834 | Advisory (Plan) | $40,509 |
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 | $39,703 | $50,815-21.9% | $155,509-74.5% | $77,643-48.9% |
| Participation rate | 82.8% | 63.1%+19.7pp | 78.2%+4.6pp | 70.6%+12.2pp |
| Annual return | 12.74% | 34.80%-22.1pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,072 | $1,993+4.0% | $4,672-55.7% | $2,726-24.0% |
| Participant deferral / active EE | $2,915 | $2,822+3.3% | $5,626-48.2% | $4,647-37.3% |
| Admin fee / account holder | $161 | $437-63.1% | $15,912-99.0% | $430-62.5% |