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 COMPANY5+ years Service code 13 · EIN 42-0127290 P.O. BOX 14455 · DES MOINES, IA 50392 | Contract Administrator | $9,185 |
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 | $24,943 | $66,310-62.4% | $93,606-73.4% | $65,185-61.7% |
| Participation rate | 96.8% | 74.0%+22.8pp | 75.8%+20.9pp | 70.2%+26.6pp |
| Annual return | 23.12% | 42.58%-19.5pp | 32.76%-9.6pp | 29.38%-6.3pp |
| Employer contribution / active EE | $637 | $2,012-68.3% | $2,718-76.6% | $2,177-70.7% |
| Participant deferral / active EE | $1,164 | $3,342-65.2% | $4,069-71.4% | $3,514-66.9% |
| Admin fee / account holder | $79 | $6,897-98.8% | $7,888-99.0% | $847-90.6% |