Filed January 6, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,458 |
Employer contribution per participant 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 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 | $39,477 | $39,245+0.6% | $64,105-38.4% | $52,331-24.6% |
| Participation rate | 95.7% | 58.2%+37.5pp | 68.2%+27.5pp | 68.1%+27.6pp |
| Annual return | 3.35% | 14.79%-11.4pp | 791.24%-787.9pp | 4.54%-1.2pp |
| Employer contribution / active EE | $162 | $736-77.9% | $1,820-91.1% | $1,882-91.4% |
| Participant deferral / active EE | $3,981 | $1,992+99.9% | $2,822+41.1% | $3,022+31.7% |
| Admin fee / account holder | $10 | $592-98.4% | $4,499-99.8% | $592-98.4% |