Filed January 1, 2015 (most recent of 2 filings on file)
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 | $238,460 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,894 | $139,767+7.2% | $153,485-2.3% | $199,593-24.9% |
| Participation rate | 99.7% | 85.1%+14.6pp | 77.1%+22.6pp | 72.0%+27.7pp |
| Annual return | 11.83% | 20.59%-8.8pp | 15.65%-3.8pp | 34.25%-22.4pp |
| Employer contribution / active EE | $10,053 | $6,517+54.3% | $5,039+99.5% | $3,034+231.3% |
| Participant deferral / active EE | $8,657 | $8,055+7.5% | $6,757+28.1% | $5,087+70.2% |
| Admin fee / account holder | $88 | $98-10.4% | $12,724-99.3% | $269-67.4% |