Filed October 18, 2004
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 | $79,612 |
Filed as: GALLAGHER BENEFITS SERVICES INC Service code 13 · EIN 13-3727333 | Contract Administrator | $24,000 |
Filed as: KESTRA ADVISORY SVCS LLC Service code 13 · EIN 35-2552359 | Contract Administrator | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,793 | $69,159-6.3% | $125,175-48.2% | $67,579-4.1% |
| Participation rate | 95.5% | 78.2%+17.3pp | 79.8%+15.7pp | 71.3%+24.2pp |
| Annual return | 21.79% | 27.12%-5.3pp | 43.79%-22.0pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,541 | $2,023-23.8% | $3,865-60.1% | $2,148-28.2% |
| Participant deferral / active EE | $4,062 | $3,700+9.8% | $4,937-17.7% | $3,539+14.8% |
| Admin fee / account holder | $240 | $142+69.2% | $9,702-97.5% | $142+68.5% |