Filed January 31, 2006 (most recent of 4 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,474 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $12,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,355 | $37,884-83.2% | $79,464-92.0% | $75,289-91.6% |
| Participation rate | 81.6% | 65.0%+16.6pp | 73.3%+8.3pp | 72.4%+9.2pp |
| Annual return | -4.91% | 1.06%-6.0pp | 718.14%-723.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,105 | $2,569-57.0% | $3,704-70.2% | $3,739-70.4% |
| Admin fee / account holder | $38 | $77-51.0% | $5,113-99.3% | $102-63.3% |