Filed April 28, 1997 (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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,256 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,477 | $30,072+31.3% | $64,105-38.4% | $67,505-41.5% |
| Participation rate | 41.1% | 59.4%-18.2pp | 68.2%-27.0pp | 71.2%-30.1pp |
| Annual return | -0.48% | 0.30%-0.8pp | 791.24%-791.7pp | 6.52%-7.0pp |
| Employer contribution / active EE | $333 | $725-54.1% | $1,820-81.7% | $2,173-84.7% |
| Participant deferral / active EE | $741 | $1,453-49.0% | $2,822-73.7% | $3,597-79.4% |
| Admin fee / account holder | $12 | $62-80.0% | $4,499-99.7% | $56-77.8% |