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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $121,180 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $58,129 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,588 | $89,436-8.8% | $164,813-50.5% | $77,643+5.1% |
| Participation rate | 96.9% | 78.6%+18.3pp | 78.6%+18.3pp | 70.6%+26.3pp |
| Annual return | 13.75% | 28.83%-15.1pp | 69.93%-56.2pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,316 | $2,569-48.8% | $4,341-69.7% | $2,726-51.7% |
| Participant deferral / active EE | $7,225 | $4,897+47.5% | $6,031+19.8% | $4,647+55.5% |
| Admin fee / account holder | $314 | $339-7.5% | $12,690-97.5% | $430-27.1% |