Filed April 22, 2014 (most recent of 5 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 | $74,088 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,342 | $91,762+51.9% | $67,502+106.4% | $77,643+79.5% |
| Participation rate | 99.0% | 75.9%+23.1pp | 72.9%+26.1pp | 70.6%+28.4pp |
| Annual return | 13.40% | 14.87%-1.5pp | 3512.12%-3498.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $4,707 | $3,181+48.0% | $2,731+72.4% | $2,726+72.7% |
| Participant deferral / active EE | $7,123 | $3,903+82.5% | $4,000+78.1% | $4,647+53.3% |
| Admin fee / account holder | $106 | $176-39.9% | $3,998-97.4% | $430-75.4% |