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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,032 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,506 | $122,693+114.0% | $184,203+42.5% | $199,593+31.5% |
| Participation rate | 99.9% | 86.8%+13.1pp | 86.8%+13.1pp | 72.0%+27.9pp |
| Annual return | 16.57% | 143.91%-127.3pp | 28.81%-12.2pp | 34.25%-17.7pp |
| Employer contribution / active EE | $11,362 | $4,584+147.8% | $6,427+76.8% | $3,034+274.4% |
| Participant deferral / active EE | $10,364 | $7,990+29.7% | $9,131+13.5% | $5,087+103.8% |
| Admin fee / account holder | $25 | $121-79.7% | $13,901-99.8% | $269-90.9% |