Filed December 22, 2005 (most recent of 3 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,016 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,306 | $37,213+83.6% | $156,549-56.4% | $63,975+6.8% |
| Participation rate | 85.8% | 65.0%+20.8pp | 84.0%+1.8pp | 71.1%+14.7pp |
| Annual return | 8.99% | 47.89%-38.9pp | 32.23%-23.2pp | 48.65%-39.7pp |
| Employer contribution / active EE | $2,457 | $1,357+81.1% | $5,501-55.3% | $2,182+12.6% |
| Participant deferral / active EE | $3,846 | $2,070+85.8% | $4,871-21.0% | $3,356+14.6% |
| Admin fee / account holder | $26 | $56-54.3% | $13,027-99.8% | $70-63.5% |