Filed February 26, 2001
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $159,162 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $27,182 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $207,585 | $78,485+164.5% | $106,213+95.4% | $74,495+178.7% |
| Participation rate | 94.0% | 72.8%+21.2pp | 75.3%+18.8pp | 67.2%+26.8pp |
| Annual return | 13.20% | 15.95%-2.8pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $7,763 | $2,523+207.7% | $3,171+144.8% | $2,623+196.0% |
| Participant deferral / active EE | $13,642 | $4,322+215.6% | $5,016+172.0% | $4,346+213.9% |
| Admin fee / account holder | $369 | $2,232-83.5% | $11,033-96.7% | $1,942-81.0% |