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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,562 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,485 | $130,194-13.6% | $169,993-33.8% | $71,457+57.4% |
| Participation rate | 92.0% | 86.1%+5.8pp | 87.0%+5.0pp | 67.9%+24.0pp |
| Annual return | 17.63% | 20.37%-2.7pp | 53.37%-35.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,954 | $4,381-55.4% | $6,785-71.2% | $2,588-24.5% |
| Participant deferral / active EE | $7,323 | $6,923+5.8% | $10,408-29.6% | $4,289+70.8% |
| Admin fee / account holder | $187 | $966-80.7% | $12,815-98.5% | $1,587-88.2% |