Filed December 7, 2005 (most recent of 2 filings on file)
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,638 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,796 | $71,957+16.5% | $67,652+23.9% | $59,188+41.6% |
| Participation rate | 71.3% | 82.7%-11.4pp | 75.7%-4.4pp | 69.4%+1.9pp |
| Annual return | 1.71% | 8.53%-6.8pp | 6625.04%-6623.3pp | 5.51%-3.8pp |
| Employer contribution / active EE | $926 | $2,432-61.9% | $2,266-59.1% | $2,098-55.9% |
| Participant deferral / active EE | $2,383 | $4,211-43.4% | $3,560-33.1% | $3,265-27.0% |
| Admin fee / account holder | $17 | $64-73.8% | $4,821-99.7% | $92-81.8% |