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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,176 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $37,998 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,045 | $84,784-53.9% | $98,439-60.3% | $74,419-47.5% |
| Participation rate | 71.9% | 81.5%-9.6pp | 75.2%-3.2pp | 70.7%+1.2pp |
| Annual return | -6.30% | 20.59%-26.9pp | 21.16%-27.5pp | 34.38%-40.7pp |
| Employer contribution / active EE | $1,235 | $3,364-63.3% | $3,048-59.5% | $2,637-53.2% |
| Participant deferral / active EE | $3,213 | $5,218-38.4% | $4,738-32.2% | $4,528-29.1% |
| Admin fee / account holder | $229 | $204+12.0% | $8,948-97.4% | $348-34.2% |