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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,540 |
Annual investment return 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 | $104,677 | $82,279+27.2% | $77,999+34.2% | $63,975+63.6% |
| Participation rate | 95.5% | 84.7%+10.9pp | 75.5%+20.0pp | 71.1%+24.4pp |
| Annual return | 0.19% | 11.20%-11.0pp | 425.96%-425.8pp | 48.65%-48.5pp |
| Employer contribution / active EE | $3,653 | $3,297+10.8% | $2,470+47.9% | $2,182+67.4% |
| Participant deferral / active EE | $6,178 | $4,538+36.1% | $3,497+76.7% | $3,356+84.1% |
| Admin fee / account holder | $3 | $81-95.9% | $5,480-99.9% | $70-95.3% |