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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $160,847 |
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 | $118,369 | $110,299+7.3% | $102,423+15.6% | $199,593-40.7% |
| Participation rate | 99.0% | 86.3%+12.7pp | 76.5%+22.5pp | 72.0%+27.0pp |
| Annual return | 13.51% | 35.73%-22.2pp | 29.32%-15.8pp | 34.25%-20.7pp |
| Employer contribution / active EE | $4,284 | $3,603+18.9% | $3,023+41.7% | $3,034+41.2% |
| Participant deferral / active EE | $8,185 | $6,376+28.4% | $5,053+62.0% | $5,087+60.9% |
| Admin fee / account holder | $60 | $122-50.9% | $9,451-99.4% | $269-77.6% |