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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $222,738 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,214 | $130,141-27.6% | $86,677+8.7% | $77,904+20.9% |
| Participation rate | 97.5% | 85.9%+11.5pp | 76.6%+20.9pp | 73.7%+23.8pp |
| Annual return | -15.16% | -12.75%-2.4pp | 35.91%-51.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $3,837 | $3,220+19.2% | $2,836+35.3% | $2,848+34.7% |
| Participant deferral / active EE | $7,418 | $5,757+28.8% | $4,656+59.3% | $4,806+54.4% |
| Admin fee / account holder | $87 | $132-34.2% | $7,493-98.8% | $133-34.6% |