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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,923 |
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 | $79,479 | $89,739-11.4% | $149,718-46.9% | $62,292+27.6% |
| Participation rate | 90.7% | 85.1%+5.6pp | 87.1%+3.7pp | 69.5%+21.2pp |
| Annual return | 16.00% | 21.01%-5.0pp | 1501.63%-1485.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,360 | $3,233-57.9% | $5,445-75.0% | $2,042-33.4% |
| Participant deferral / active EE | $5,029 | $4,797+4.8% | $6,569-23.4% | $3,169+58.7% |
| Admin fee / account holder | $294 | $551-46.7% | $11,283-97.4% | $479-38.7% |