Filed February 4, 2006 (most recent of 5 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,629 |
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 | $210,774 | $88,515+138.1% | $162,163+30.0% | $67,579+211.9% |
| Participation rate | 99.4% | 86.8%+12.6pp | 87.6%+11.9pp | 71.3%+28.2pp |
| Annual return | 26.63% | 27.04%-0.4pp | 115.59%-89.0pp | 378.56%-351.9pp |
| Employer contribution / active EE | $8,963 | $3,563+151.5% | $5,614+59.7% | $2,148+317.3% |
| Participant deferral / active EE | $9,704 | $5,724+69.5% | $7,298+33.0% | $3,539+174.2% |
| Admin fee / account holder | $20 | $124-83.7% | $10,843-99.8% | $142-85.8% |