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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,147 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $29,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,995 | $92,055-45.7% | $106,213-52.9% | $77,643-35.6% |
| Participation rate | 63.9% | 81.0%-17.1pp | 75.3%-11.4pp | 70.6%-6.7pp |
| Annual return | 17.96% | 17.91%+0.1pp | 116.14%-98.2pp | 31.24%-13.3pp |
| Employer contribution / active EE | $1,189 | $3,367-64.7% | $3,171-62.5% | $2,726-56.4% |
| Participant deferral / active EE | $3,252 | $5,386-39.6% | $5,016-35.2% | $4,647-30.0% |
| Admin fee / account holder | $248 | $219+13.2% | $11,033-97.8% | $430-42.4% |