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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,966 |
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 | $48,748 | $72,254-32.5% | $86,677-43.8% | $64,808-24.8% |
| Participation rate | 52.4% | 80.4%-28.0pp | 76.6%-24.1pp | 71.5%-19.0pp |
| Annual return | -10.65% | 392.42%-403.1pp | 35.91%-46.6pp | 32.82%-43.5pp |
| Employer contribution / active EE | $484 | $2,393-79.8% | $2,836-82.9% | $2,506-80.7% |
| Participant deferral / active EE | $2,558 | $4,658-45.1% | $4,656-45.1% | $4,310-40.7% |
| Admin fee / account holder | $38 | $174-78.1% | $7,493-99.5% | $188-79.8% |