Filed March 10, 2015
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,583 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,121 | $88,890+169.0% | $102,423+133.5% | $77,643+208.0% |
| Participation rate | 85.3% | 80.9%+4.4pp | 76.5%+8.8pp | 70.6%+14.7pp |
| Annual return | 13.73% | 24.98%-11.3pp | 29.32%-15.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $10,103 | $2,698+274.5% | $3,023+234.2% | $2,726+270.6% |
| Participant deferral / active EE | $8,119 | $5,145+57.8% | $5,053+60.7% | $4,647+74.7% |
| Admin fee / account holder | $161 | $235-31.7% | $9,451-98.3% | $430-62.6% |