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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $429,685 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,000 |
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 | $57,359 | $45,000+27.5% | $143,757-60.1% | $77,904-26.4% |
| Participation rate | 95.3% | 66.8%+28.4pp | 80.3%+14.9pp | 73.7%+21.6pp |
| Annual return | -16.01% | 29.03%-45.0pp | -0.04%-16.0pp | 12.21%-28.2pp |
| Employer contribution / active EE | $2,428 | $1,870+29.9% | $4,951-51.0% | $2,848-14.7% |
| Participant deferral / active EE | $3,951 | $3,157+25.2% | $5,637-29.9% | $4,806-17.8% |
| Admin fee / account holder | $128 | $98+30.2% | $14,673-99.1% | $133-3.3% |