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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,468 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,808 | $86,225-2.8% | $146,665-42.9% | $86,799-3.4% |
| Participation rate | 95.4% | 78.0%+17.4pp | 80.1%+15.3pp | 72.3%+23.1pp |
| Annual return | 14.23% | 31.23%-17.0pp | 22.74%-8.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,716 | $2,392-28.3% | $4,136-58.5% | $2,405-28.7% |
| Participant deferral / active EE | $4,390 | $4,245+3.4% | $5,506-20.3% | $4,131+6.3% |
| Admin fee / account holder | $273 | $195+39.9% | $10,280-97.3% | $170+61.2% |