Filed December 19, 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 | $76,849 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $43,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,339 | $53,345-16.9% | $121,098-63.4% | $74,419-40.4% |
| Participation rate | 97.9% | 60.0%+37.9pp | 69.5%+28.4pp | 70.7%+27.2pp |
| Annual return | 16.99% | 35.15%-18.2pp | 985.75%-968.8pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,167 | $1,898-38.5% | $4,164-72.0% | $2,637-55.7% |
| Participant deferral / active EE | $4,492 | $3,221+39.5% | $4,080+10.1% | $4,528-0.8% |
| Admin fee / account holder | $160 | $382-58.2% | $5,644-97.2% | $348-54.1% |