Filed December 1, 2005
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,840 |
Service code 49 · EIN 23-7218917 | Other Services | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,201 | $37,196-26.9% | $154,107-82.3% | $55,725-51.2% |
| Participation rate | 99.2% | 64.1%+35.1pp | 83.0%+16.2pp | 70.9%+28.4pp |
| Annual return | -6.61% | 1319.68%-1326.3pp | 735.12%-741.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,623 | $1,614+0.5% | $5,298-69.4% | $2,078-21.9% |
| Participant deferral / active EE | $3,180 | $2,068+53.7% | $5,081-37.4% | $3,356-5.2% |
| Admin fee / account holder | $5 | $102-95.3% | $13,411-100.0% | $115-95.9% |