Filed May 10, 2005 (most recent of 3 filings on file)
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,985 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,587 | $132,049+57.2% | $200,582+3.5% | $74,304+179.4% |
| Participation rate | 99.5% | 84.1%+15.5pp | 86.9%+12.7pp | 60.3%+39.2pp |
| Annual return | 15.29% | 22.22%-6.9pp | 42.33%-27.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $7,701 | $4,558+69.0% | $6,419+20.0% | $2,241+243.6% |
| Participant deferral / active EE | $8,412 | $7,213+16.6% | $9,331-9.9% | $3,767+123.3% |
| Admin fee / account holder | $202 | $2,405-91.6% | $16,305-98.8% | $2,969-93.2% |