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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,187 |
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 | $89,257 | $79,171+12.7% | $102,423-12.9% | $74,495+19.8% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.6pp | 67.2%+21.9pp |
| Annual return | 28.14% | 54.93%-26.8pp | 29.32%-1.2pp | 1364.94%-1336.8pp |
| Employer contribution / active EE | $1,128 | $2,362-52.2% | $3,023-62.7% | $2,623-57.0% |
| Participant deferral / active EE | $4,155 | $4,415-5.9% | $5,053-17.8% | $4,346-4.4% |
| Admin fee / account holder | $193 | $2,001-90.3% | $9,451-98.0% | $1,942-90.1% |