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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,396 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,697 | $80,211+4.3% | $74,183+12.8% | $63,975+30.8% |
| Participation rate | 70.2% | 84.2%-14.0pp | 76.6%-6.4pp | 71.1%-1.0pp |
| Annual return | 9.88% | 14.13%-4.3pp | 17.74%-7.9pp | 48.65%-38.8pp |
| Employer contribution / active EE | $229 | $2,553-91.0% | $2,370-90.4% | $2,182-89.5% |
| Participant deferral / active EE | $2,348 | $4,370-46.3% | $3,550-33.9% | $3,356-30.0% |
| Admin fee / account holder | $18 | $67-73.3% | $5,586-99.7% | $70-74.6% |