Filed November 27, 2002
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,888 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,262 | $45,324+72.7% | $122,332-36.0% | $69,631+12.4% |
| Participation rate | 90.9% | 59.9%+31.0pp | 71.6%+19.3pp | 70.7%+20.2pp |
| Annual return | 17.02% | 25.35%-8.3pp | 30.27%-13.3pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $2,360 | $1,230+91.9% | $4,050-41.7% | $2,032+16.1% |
| Participant deferral / active EE | $4,113 | $2,367+73.7% | $3,287+25.1% | $3,224+27.6% |
| Admin fee / account holder | $18 | $87-79.6% | $5,478-99.7% | $110-83.9% |