Filed December 10, 2005 (most recent of 2 filings on file)
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 9-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,369 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,623 | $58,083-59.3% | $80,019-70.5% | $56,287-58.0% |
| Participation rate | 86.3% | 73.6%+12.7pp | 75.8%+10.4pp | 69.9%+16.4pp |
| Annual return | -6.59% | 34.61%-41.2pp | 11.22%-17.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,554 | $1,932-19.6% | $2,468-37.0% | $2,111-26.4% |
| Participant deferral / active EE | $3,156 | $3,135+0.7% | $3,686-14.4% | $3,350-5.8% |
| Admin fee / account holder | $16 | $623-97.4% | $6,521-99.8% | $521-96.9% |