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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,963 |
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 | $92,690 | $98,982-6.4% | $162,163-42.8% | $65,185+42.2% |
| Participation rate | 89.7% | 85.8%+4.0pp | 87.6%+2.2pp | 70.2%+19.5pp |
| Annual return | 23.14% | 24.84%-1.7pp | 115.59%-92.5pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,480 | $3,467-57.3% | $5,614-73.6% | $2,177-32.0% |
| Participant deferral / active EE | $5,533 | $5,384+2.8% | $7,298-24.2% | $3,514+57.5% |
| Admin fee / account holder | $272 | $596-54.4% | $10,843-97.5% | $847-67.9% |