Filed January 3, 2014
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,728 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,091 | $51,620-16.5% | $90,281-52.3% | $65,185-33.9% |
| Participation rate | 99.5% | 68.6%+30.9pp | 73.3%+26.2pp | 70.2%+29.3pp |
| Annual return | 23.29% | 24.94%-1.6pp | 78.10%-54.8pp | 29.38%-6.1pp |
| Employer contribution / active EE | $2,360 | $2,235+5.6% | $2,854-17.3% | $2,177+8.4% |
| Participant deferral / active EE | $3,706 | $2,871+29.1% | $3,885-4.6% | $3,514+5.5% |
| Admin fee / account holder | $16 | $384-95.9% | $5,351-99.7% | $847-98.1% |