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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,012 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $88,957 | $68,408+30.0% | $57,179+55.6% | $57,658+54.3% |
| Participation rate | 99.4% | 79.1%+20.3pp | 75.3%+24.1pp | 70.2%+29.2pp |
| Annual return | 8.89% | 8.51%+0.4pp | 14.59%-5.7pp | 5.13%+3.8pp |
| Employer contribution / active EE | $4,369 | $2,869+52.3% | $2,682+62.9% | $1,974+121.3% |
| Participant deferral / active EE | $5,141 | $2,903+77.1% | $3,096+66.0% | $3,061+68.0% |
| Admin fee / account holder | $36 | $70-47.8% | $3,139-98.8% | $95-61.6% |