Filed July 1, 1999
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,561 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $45,504 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,695 | $93,182-22.0% | $146,665-50.4% | $79,386-8.4% |
| Participation rate | 99.1% | 76.4%+22.7pp | 80.1%+19.1pp | 70.7%+28.4pp |
| Annual return | 16.31% | 21.61%-5.3pp | 22.74%-6.4pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,273 | $2,420-47.4% | $4,136-69.2% | $2,427-47.6% |
| Participant deferral / active EE | $7,235 | $4,169+73.5% | $5,506+31.4% | $4,046+78.8% |
| Admin fee / account holder | $257 | $585-56.0% | $10,280-97.5% | $626-58.9% |