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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,873 |
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 | $134,517 | $122,239+10.0% | $184,203-27.0% | $74,495+80.6% |
| Participation rate | 90.3% | 85.5%+4.8pp | 86.8%+3.5pp | 67.2%+23.1pp |
| Annual return | 15.51% | 19.95%-4.4pp | 28.81%-13.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,132 | $4,537-53.0% | $6,427-66.8% | $2,623-18.7% |
| Participant deferral / active EE | $7,859 | $7,139+10.1% | $9,131-13.9% | $4,346+80.8% |
| Admin fee / account holder | $232 | $1,260-81.6% | $13,901-98.3% | $1,942-88.1% |