Filed January 17, 2006 (most recent of 2 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,032 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,537 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,493 | $93,131-53.3% | $106,548-59.2% | $86,799-49.9% |
| Participation rate | 74.0% | 81.4%-7.5pp | 76.1%-2.2pp | 72.3%+1.7pp |
| Annual return | 21.54% | 19.45%+2.1pp | 26.80%-5.3pp | 97.91%-76.4pp |
| Employer contribution / active EE | $1,143 | $2,895-60.5% | $2,819-59.5% | $2,405-52.5% |
| Participant deferral / active EE | $2,903 | $4,708-38.4% | $4,398-34.0% | $4,131-29.7% |
| Admin fee / account holder | $259 | $145+78.6% | $7,407-96.5% | $170+52.8% |