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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,901 |
Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $0 |
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 | $31,211 | $63,299-50.7% | $91,001-65.7% | $62,292-49.9% |
| Participation rate | 84.9% | 73.3%+11.6pp | 75.6%+9.3pp | 69.5%+15.4pp |
| Annual return | 15.63% | 20.99%-5.4pp | 4.60%+11.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $701 | $1,807-61.2% | $2,456-71.5% | $2,042-65.7% |
| Participant deferral / active EE | $974 | $2,943-66.9% | $3,547-72.5% | $3,169-69.3% |
| Admin fee / account holder | $109 | $468-76.6% | $5,417-98.0% | $479-77.2% |