Filed June 22, 2006 (most recent of 5 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,925 |
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 | $82,260 | $80,005+2.8% | $140,016-41.2% | $55,725+47.6% |
| Participation rate | 98.6% | 87.0%+11.7pp | 87.5%+11.2pp | 70.9%+27.8pp |
| Annual return | -4.13% | 0.46%-4.6pp | 651.12%-655.2pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,299 | $3,403-32.4% | $5,606-59.0% | $2,078+10.6% |
| Participant deferral / active EE | $5,171 | $5,264-1.8% | $6,927-25.4% | $3,356+54.1% |
| Admin fee / account holder | $26 | $116-77.2% | $10,705-99.8% | $115-77.1% |