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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,704 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $49,168 |
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 | $48,944 | $58,778-16.7% | $129,207-62.1% | $77,643-37.0% |
| Participation rate | 96.1% | 59.2%+36.8pp | 69.6%+26.5pp | 70.6%+25.5pp |
| Annual return | 12.52% | 24.73%-12.2pp | 9417.33%-9404.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,292 | $1,952-33.8% | $4,153-68.9% | $2,726-52.6% |
| Participant deferral / active EE | $4,992 | $3,212+55.4% | $4,168+19.8% | $4,647+7.4% |
| Admin fee / account holder | $190 | $589-67.7% | $7,715-97.5% | $430-55.8% |