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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,425 |
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 | $211,159 | $86,897+143.0% | $151,611+39.3% | $64,808+225.8% |
| Participation rate | 99.9% | 87.3%+12.6pp | 87.5%+12.4pp | 71.5%+28.4pp |
| Annual return | -13.86% | -3.57%-10.3pp | 3.33%-17.2pp | 32.82%-46.7pp |
| Employer contribution / active EE | $9,536 | $4,010+137.8% | $6,166+54.7% | $2,506+280.6% |
| Participant deferral / active EE | $10,316 | $6,690+54.2% | $8,363+23.3% | $4,310+139.3% |
| Admin fee / account holder | $17 | $153-88.8% | $11,616-99.9% | $188-90.8% |