Filed March 30, 2006
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 | $27,976 |
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 | $58,885 | $65,118-9.6% | $76,768-23.3% | $55,725+5.7% |
| Participation rate | 96.5% | 79.6%+16.9pp | 77.0%+19.5pp | 70.9%+25.7pp |
| Annual return | -5.48% | -1.27%-4.2pp | 2.43%-7.9pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,966 | $1,941+1.3% | $2,485-20.9% | $2,078-5.4% |
| Participant deferral / active EE | $3,330 | $3,688-9.7% | $3,852-13.5% | $3,356-0.8% |
| Admin fee / account holder | $34 | $116-70.9% | $6,675-99.5% | $115-70.7% |