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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,453 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,181 |
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 | $45,360 | $57,976-21.8% | $62,995-28.0% | $62,292-27.2% |
| Participation rate | 95.9% | 75.9%+19.9pp | 74.8%+21.1pp | 69.5%+26.3pp |
| Annual return | 14.42% | 17.54%-3.1pp | 87.57%-73.1pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,986 | $2,415-17.7% | $2,759-28.0% | $2,042-2.7% |
| Participant deferral / active EE | $3,329 | $2,956+12.6% | $3,3290% | $3,169+5.0% |
| Admin fee / account holder | $169 | $276-38.5% | $3,600-95.3% | $479-64.6% |