Filed July 14, 1995
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 | $277,338 |
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 | $83,665 | $80,211+4.3% | $74,183+12.8% | $63,975+30.8% |
| Participation rate | 97.6% | 84.2%+13.4pp | 76.6%+21.0pp | 71.1%+26.5pp |
| Annual return | 7.32% | 14.13%-6.8pp | 17.74%-10.4pp | 48.65%-41.3pp |
| Employer contribution / active EE | $3,241 | $2,553+26.9% | $2,370+36.8% | $2,182+48.6% |
| Participant deferral / active EE | $5,930 | $4,370+35.7% | $3,550+67.1% | $3,356+76.7% |
| Admin fee / account holder | $134 | $67+99.4% | $5,586-97.6% | $70+90.2% |