Filed April 15, 2008 (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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $332,156 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,187 | $55,331+61.2% | $81,812+9.0% | $199,593-55.3% |
| Participation rate | 96.0% | 62.5%+33.5pp | 72.3%+23.7pp | 72.0%+24.1pp |
| Annual return | 16.48% | 19.59%-3.1pp | 773.79%-757.3pp | 34.25%-17.8pp |
| Employer contribution / active EE | $5,128 | $2,101+144.1% | $2,912+76.1% | $3,034+69.0% |
| Participant deferral / active EE | $9,668 | $3,283+194.5% | $4,319+123.9% | $5,087+90.1% |
| Admin fee / account holder | $123 | $346-64.5% | $7,386-98.3% | $269-54.4% |