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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $234,953 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,610 | $144,996-19.6% | $111,297+4.8% | $93,030+25.3% |
| Participation rate | 98.4% | 86.2%+12.3pp | 77.3%+21.1pp | 73.9%+24.5pp |
| Annual return | 14.06% | 18.26%-4.2pp | 54.65%-40.6pp | 158.70%-144.6pp |
| Employer contribution / active EE | $3,804 | $3,056+24.5% | $2,731+39.3% | $2,706+40.6% |
| Participant deferral / active EE | $7,519 | $5,587+34.6% | $4,487+67.6% | $4,562+64.8% |
| Admin fee / account holder | $97 | $103-6.6% | $7,964-98.8% | $152-36.2% |