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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,444 |
Annual investment return 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 | $66,024 | $76,050-13.2% | $96,544-31.6% | $71,457-7.6% |
| Participation rate | 89.4% | 74.4%+15.0pp | 76.0%+13.5pp | 67.9%+21.5pp |
| Annual return | 6.19% | 22.81%-16.6pp | 25.84%-19.7pp | 28.85%-22.7pp |
| Employer contribution / active EE | $1,021 | $2,244-54.5% | $2,965-65.6% | $2,588-60.5% |
| Participant deferral / active EE | $3,793 | $4,215-10.0% | $4,851-21.8% | $4,289-11.6% |
| Admin fee / account holder | $185 | $2,707-93.1% | $8,252-97.8% | $1,587-88.3% |