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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,900 |
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 | $101,155 | $74,552+35.7% | $62,995+60.6% | $69,631+45.3% |
| Participation rate | 99.4% | 78.3%+21.2pp | 74.8%+24.6pp | 70.7%+28.7pp |
| Annual return | 18.03% | 15.77%+2.3pp | 87.57%-69.5pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $4,338 | $2,929+48.1% | $2,759+57.2% | $2,032+113.5% |
| Participant deferral / active EE | $5,023 | $2,974+68.9% | $3,329+50.9% | $3,224+55.8% |
| Admin fee / account holder | $4 | $59-92.8% | $3,600-99.9% | $110-96.1% |