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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $247,497 |
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 | $81,656 | $78,852+3.6% | $76,768+6.4% | $75,289+8.5% |
| Participation rate | 97.6% | 85.0%+12.7pp | 77.0%+20.7pp | 72.4%+25.2pp |
| Annual return | -4.86% | -1.29%-3.6pp | 2.43%-7.3pp | -0.04%-4.8pp |
| Employer contribution / active EE | $3,403 | $2,794+21.8% | $2,485+36.9% | $2,405+41.5% |
| Participant deferral / active EE | $6,436 | $4,800+34.1% | $3,852+67.1% | $3,739+72.1% |
| Admin fee / account holder | $106 | $79+33.7% | $6,675-98.4% | $102+3.2% |