Filed April 30, 2002 (most recent of 6 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $701,163 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,987 | $112,686+134.3% | $169,993+55.3% | $80,160+229.3% |
| Participation rate | 96.2% | 87.4%+8.8pp | 87.0%+9.2pp | 72.9%+23.3pp |
| Annual return | 23.54% | 67.04%-43.5pp | 53.37%-29.8pp | 40.38%-16.8pp |
| Employer contribution / active EE | $6,574 | $4,481+46.7% | $6,785-3.1% | $2,978+120.8% |
| Participant deferral / active EE | $9,819 | $7,876+24.7% | $10,408-5.7% | $5,017+95.7% |
| Admin fee / account holder | $86 | $99-13.6% | $12,815-99.3% | $145-40.9% |