Filed December 2, 2011 (most recent of 2 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,241 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,202 | $39,162+5.2% | $100,671-59.1% | $59,632-30.9% |
| Participation rate | 94.2% | 55.9%+38.3pp | 70.7%+23.5pp | 68.7%+25.5pp |
| Annual return | -4.85% | 21.07%-25.9pp | 20.43%-25.3pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $1,302 | $1,151+13.2% | $4,012-67.5% | $2,203-40.9% |
| Participant deferral / active EE | $2,787 | $1,992+39.9% | $3,144-11.3% | $3,192-12.7% |
| Admin fee / account holder | $172 | $2,969-94.2% | $4,850-96.5% | $4,297-96.0% |