Filed March 10, 2005 (most recent of 2 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,132 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,772 | $185,342-53.2% | $111,297-22.0% | $86,7990% |
| Participation rate | 97.0% | 81.0%+16.0pp | 77.3%+19.7pp | 72.3%+24.7pp |
| Annual return | 138.61% | 500.80%-362.2pp | 54.65%+84.0pp | 97.91%+40.7pp |
| Employer contribution / active EE | $739 | $2,246-67.1% | $2,731-72.9% | $2,405-69.3% |
| Participant deferral / active EE | $4,499 | $4,458+0.9% | $4,487+0.3% | $4,131+8.9% |
| Admin fee / account holder | $25 | $255-90.2% | $7,964-99.7% | $170-85.2% |