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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,555 |
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 | $73,923 | $78,419-5.7% | $133,956-44.8% | $73,409+0.7% |
| Participation rate | 98.1% | 78.6%+19.5pp | 79.8%+18.3pp | 72.2%+25.9pp |
| Annual return | 13.65% | 33.35%-19.7pp | 45.09%-31.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,616 | $2,044-20.9% | $3,919-58.8% | $2,234-27.6% |
| Participant deferral / active EE | $4,096 | $3,925+4.4% | $5,048-18.8% | $3,805+7.6% |
| Admin fee / account holder | $237 | $161+46.8% | $8,927-97.3% | $158+50.0% |