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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,244 |
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 | $55,889 | $66,124-15.5% | $90,404-38.2% | $73,488-23.9% |
| Participation rate | 97.8% | 69.7%+28.1pp | 72.7%+25.1pp | 70.7%+27.1pp |
| Annual return | 17.07% | 17.65%-0.6pp | 1293.02%-1275.9pp | 28.51%-11.4pp |
| Employer contribution / active EE | $2,651 | $2,346+13.0% | $3,262-18.7% | $2,270+16.8% |
| Participant deferral / active EE | $4,569 | $3,039+50.4% | $3,963+15.3% | $3,740+22.2% |
| Admin fee / account holder | $71 | $396-82.2% | $5,611-98.7% | $513-86.2% |