Filed March 9, 2010
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 | $5,397 |
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 | $88,801 | $56,629+56.8% | $77,999+13.8% | $55,167+61.0% |
| Participation rate | 91.2% | 73.3%+17.9pp | 75.5%+15.7pp | 69.0%+22.2pp |
| Annual return | 6.22% | 2866.98%-2860.8pp | 425.96%-419.7pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,145 | $1,723+24.5% | $2,470-13.2% | $1,963+9.3% |
| Participant deferral / active EE | $4,985 | $2,777+79.5% | $3,497+42.6% | $3,054+63.2% |
| Admin fee / account holder | $44 | $467-90.5% | $5,480-99.2% | $504-91.2% |