Filed October 24, 2005
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,888 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$688 |
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 | $98,936 | $77,813+27.1% | $123,544-19.9% | $64,186+54.1% |
| Participation rate | 87.2% | 74.7%+12.5pp | 82.3%+4.9pp | 69.6%+17.6pp |
| Annual return | -3.59% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,374 | $3,014+45.1% | $4,628-5.5% | $2,381+83.7% |
| Participant deferral / active EE | $7,813 | $5,240+49.1% | $6,426+21.6% | $3,470+125.2% |
| Admin fee / account holder | $105 | $5,519-98.1% | $9,284-98.9% | $4,888-97.9% |