Filed April 15, 1998
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 | $12,130 |
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 | $71,758 | $70,667+1.5% | $123,104-41.7% | $52,331+37.1% |
| Participation rate | 88.8% | 83.7%+5.1pp | 86.8%+2.0pp | 68.1%+20.7pp |
| Annual return | 0.83% | 6.23%-5.4pp | 13.22%-12.4pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,192 | $2,946-59.5% | $5,151-76.9% | $1,882-36.7% |
| Participant deferral / active EE | $4,362 | $4,493-2.9% | $6,230-30.0% | $3,022+44.3% |
| Admin fee / account holder | $101 | $506-80.0% | $9,015-98.9% | $592-82.9% |