Filed July 12, 2006 (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 4-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 | $10,840 |
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 | $106,252 | $81,321+30.7% | $68,509+55.1% | $59,188+79.5% |
| Participation rate | 95.9% | 83.8%+12.1pp | 74.7%+21.2pp | 69.4%+26.5pp |
| Annual return | 2.90% | 4.65%-1.8pp | 8.27%-5.4pp | 5.51%-2.6pp |
| Employer contribution / active EE | $3,977 | $3,297+20.7% | $2,278+74.6% | $2,098+89.6% |
| Participant deferral / active EE | $6,695 | $4,592+45.8% | $3,382+98.0% | $3,265+105.1% |
| Admin fee / account holder | $5 | $62-92.5% | $5,275-99.9% | $92-95.0% |