Filed July 30, 2004
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 | Contract Administrator | $476,648 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,000 |
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 | $51,480 | $47,456+8.5% | $172,739-70.2% | $77,787-33.8% |
| Participation rate | 96.4% | 66.3%+30.2pp | 82.6%+13.8pp | 73.2%+23.2pp |
| Annual return | 21.77% | 35.57%-13.8pp | 802.84%-781.1pp | 32.57%-10.8pp |
| Employer contribution / active EE | $2,250 | $1,574+42.9% | $5,143-56.3% | $2,504-10.2% |
| Participant deferral / active EE | $3,346 | $2,560+30.7% | $5,198-35.6% | $3,967-15.7% |
| Admin fee / account holder | $155 | $81+91.5% | $13,954-98.9% | $100+54.8% |