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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,487 |
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 | $106,405 | $111,608-4.7% | $177,821-40.2% | $73,409+44.9% |
| Participation rate | 99.7% | 87.9%+11.8pp | 87.7%+12.0pp | 72.2%+27.5pp |
| Annual return | 16.81% | 18.23%-1.4pp | 48.32%-31.5pp | 59.29%-42.5pp |
| Employer contribution / active EE | $2,380 | $3,796-37.3% | $5,918-59.8% | $2,234+6.5% |
| Participant deferral / active EE | $5,553 | $6,199-10.4% | $7,714-28.0% | $3,805+45.9% |
| Admin fee / account holder | $26 | $166-84.1% | $12,427-99.8% | $158-83.3% |