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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,209 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,564 | $136,307-24.8% | $177,821-42.3% | $73,488+39.6% |
| Participation rate | 93.6% | 86.1%+7.5pp | 87.7%+5.9pp | 70.7%+22.9pp |
| Annual return | 15.94% | 18.68%-2.7pp | 48.32%-32.4pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,579 | $3,712-57.5% | $5,918-73.3% | $2,270-30.4% |
| Participant deferral / active EE | $5,984 | $5,829+2.7% | $7,714-22.4% | $3,740+60.0% |
| Admin fee / account holder | $264 | $596-55.6% | $12,427-97.9% | $513-48.5% |