Filed September 2, 1992
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,767 | $185,342-66.1% | $111,297-43.6% | $86,799-27.7% |
| Participation rate | 50.0% | 81.0%-31.0pp | 77.3%-27.3pp | 72.3%-22.3pp |
| Annual return | 14.02% | 500.80%-486.8pp | 54.65%-40.6pp | 97.91%-83.9pp |
| Employer contribution / active EE | $452 | $2,246-79.9% | $2,731-83.4% | $2,405-81.2% |
| Participant deferral / active EE | $2,346 | $4,458-47.4% | $4,487-47.7% | $4,131-43.2% |
| Admin fee / account holder | $31 | $255-88.0% | $7,964-99.6% | $170-81.9% |