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 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,600 |
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 | $54,331 | $65,223-16.7% | $80,019-32.1% | $55,725-2.5% |
| Participation rate | 92.0% | 80.6%+11.5pp | 75.8%+16.2pp | 70.9%+21.2pp |
| Annual return | -5.73% | 7.59%-13.3pp | 11.22%-16.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,953 | $2,544-23.2% | $2,468-20.9% | $2,078-6.0% |
| Participant deferral / active EE | $3,700 | $3,881-4.7% | $3,686+0.4% | $3,356+10.3% |
| Admin fee / account holder | $8 | $114-93.2% | $6,521-99.9% | $115-93.3% |