Filed April 15, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,983 |
Participant contribution per participant 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 | $27,482 | $53,412-48.5% | $68,509-59.9% | $52,331-47.5% |
| Participation rate | 90.4% | 71.7%+18.8pp | 74.7%+15.7pp | 68.1%+22.3pp |
| Annual return | -0.12% | 3.42%-3.5pp | 8.27%-8.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $727 | $1,607-54.8% | $2,278-68.1% | $1,882-61.4% |
| Participant deferral / active EE | $1,177 | $2,688-56.2% | $3,382-65.2% | $3,022-61.1% |
| Admin fee / account holder | $66 | $461-85.6% | $5,275-98.7% | $592-88.8% |