Filed December 11, 1990
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 |
|---|---|---|
SECURIAN FINANCIAL SERVICES INC2+ years Filed as: SECURIAN FINANCIAL SERVICES INCORPO Service code 27 · EIN 41-1486060 | Advisory (Plan) | $19,765 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,880 |
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 | $85,696 | $63,924+34.1% | $108,579-21.1% | $55,167+55.3% |
| Participation rate | 76.5% | 74.3%+2.1pp | 79.6%-3.1pp | 69.0%+7.5pp |
| Annual return | 7.10% | 15.31%-8.2pp | -51.70%+58.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $586 | $1,879-68.8% | $3,758-84.4% | $1,963-70.2% |
| Participant deferral / active EE | $3,865 | $3,067+26.0% | $4,311-10.3% | $3,054+26.6% |
| Admin fee / account holder | $100 | $618-83.8% | $7,645-98.7% | $504-80.2% |