Filed September 30, 2013
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 | $19,876 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,075 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,288 | $52,467-34.6% | $57,179-40.0% | $55,167-37.8% |
| Participation rate | 98.7% | 75.8%+22.9pp | 75.3%+23.4pp | 69.0%+29.7pp |
| Annual return | 23.61% | 7.72%+15.9pp | 14.59%+9.0pp | 169.23%-145.6pp |
| Employer contribution / active EE | $1,632 | $2,477-34.1% | $2,682-39.2% | $1,963-16.8% |
| Participant deferral / active EE | $2,787 | $2,830-1.5% | $3,096-10.0% | $3,054-8.7% |
| Admin fee / account holder | $111 | $269-58.7% | $3,139-96.5% | $504-78.0% |