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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,044 |
Filed as: CETERA ADVISOR NETWORK INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,346 | $58,083-58.1% | $80,019-69.6% | $56,287-56.7% |
| Participation rate | 87.7% | 73.6%+14.1pp | 75.8%+11.9pp | 69.9%+17.9pp |
| Annual return | -5.38% | 34.61%-40.0pp | 11.22%-16.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $637 | $1,932-67.0% | $2,468-74.2% | $2,111-69.8% |
| Participant deferral / active EE | $985 | $3,135-68.6% | $3,686-73.3% | $3,350-70.6% |
| Admin fee / account holder | $71 | $623-88.5% | $6,521-98.9% | $521-86.3% |