Filed April 16, 2003 (most recent of 2 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,084 |
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 | $156,423 | $66,124+136.6% | $90,404+73.0% | $73,488+112.9% |
| Participation rate | 98.7% | 69.7%+29.1pp | 72.7%+26.1pp | 70.7%+28.1pp |
| Annual return | 14.77% | 17.65%-2.9pp | 1293.02%-1278.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $9,076 | $2,346+286.8% | $3,262+178.2% | $2,270+299.8% |
| Participant deferral / active EE | $5,199 | $3,039+71.1% | $3,963+31.2% | $3,740+39.0% |
| Admin fee / account holder | $145 | $396-63.4% | $5,611-97.4% | $513-71.7% |