Filed March 1, 1994
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,235 |
Annual investment return 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 | $65,127 | $50,175+29.8% | $99,443-34.5% | $65,185-0.1% |
| Participation rate | 91.2% | 68.4%+22.8pp | 73.8%+17.4pp | 70.2%+21.0pp |
| Annual return | 11.98% | 25.36%-13.4pp | 30.72%-18.7pp | 29.38%-17.4pp |
| Employer contribution / active EE | $839 | $1,496-43.9% | $2,540-67.0% | $2,177-61.5% |
| Participant deferral / active EE | $3,271 | $2,748+19.1% | $3,619-9.6% | $3,514-6.9% |
| Admin fee / account holder | $9 | $398-97.7% | $6,250-99.9% | $847-98.9% |