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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $412,934 |
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 | $307,181 | $129,756+136.7% | $169,993+80.7% | $103,482+196.8% |
| Participation rate | 99.1% | 91.3%+7.8pp | 87.0%+12.1pp | 73.3%+25.8pp |
| Annual return | 19.39% | 20.17%-0.8pp | 53.37%-34.0pp | 33.11%-13.7pp |
| Employer contribution / active EE | $13,029 | $5,236+148.8% | $6,785+92.0% | $3,208+306.2% |
| Participant deferral / active EE | $17,614 | $8,283+112.7% | $10,408+69.2% | $5,207+238.2% |
| Admin fee / account holder | $72 | $73-1.7% | $12,815-99.4% | $114-37.2% |