Filed January 23, 2006
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,309 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $174,824 | $69,159+152.8% | $125,175+39.7% | $67,579+158.7% |
| Participation rate | 94.2% | 78.2%+16.0pp | 79.8%+14.4pp | 71.3%+22.9pp |
| Annual return | 23.77% | 27.12%-3.4pp | 43.79%-20.0pp | 378.56%-354.8pp |
| Employer contribution / active EE | $9,616 | $2,023+375.2% | $3,865+148.8% | $2,148+347.7% |
| Participant deferral / active EE | $9,936 | $3,700+168.6% | $4,937+101.3% | $3,539+180.7% |
| Admin fee / account holder | $104 | $142-26.4% | $9,702-98.9% | $142-26.7% |