Filed August 18, 2005 (most recent of 3 filings on file)
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,886 |
401(K) ADVISORS INC3+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $78,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,815 | $177,276-69.6% | $78,210-31.2% | $177,276-69.6% |
| Participation rate | 40.7% | 74.8%-34.1pp | 68.7%-28.0pp | 74.8%-34.1pp |
| Annual return | 14.61% | 21.25%-6.6pp | 40.90%-26.3pp | 21.25%-6.6pp |
| Employer contribution / active EE | $475 | $2,479-80.8% | $2,034-76.6% | $2,479-80.8% |
| Participant deferral / active EE | $1,319 | $3,881-66.0% | $2,823-53.3% | $3,881-66.0% |
| Admin fee / account holder | $38 | $154-75.3% | $3,758-99.0% | $154-75.3% |