Filed February 10, 2005 (most recent of 3 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 | $419,090 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $345,791 | $145,516+137.6% | $184,203+87.7% | $99,062+249.1% |
| Participation rate | 98.7% | 90.3%+8.4pp | 86.8%+11.8pp | 71.6%+27.0pp |
| Annual return | 14.12% | 21.23%-7.1pp | 28.81%-14.7pp | 17.66%-3.5pp |
| Employer contribution / active EE | $14,902 | $5,354+178.3% | $6,427+131.9% | $3,262+356.8% |
| Participant deferral / active EE | $18,135 | $8,423+115.3% | $9,131+98.6% | $5,331+240.1% |
| Admin fee / account holder | $75 | $78-3.3% | $13,901-99.5% | $109-31.1% |