Filed October 10, 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,848 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,234 | $105,181-3.8% | $159,436-36.5% | $85,850+17.9% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.8%-4.4pp | 69.3%+9.1pp |
| Annual return | 17.18% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,712 | $3,318-48.4% | $4,829-64.5% | $2,565-33.2% |
| Participant deferral / active EE | $5,641 | $5,945-5.1% | $7,352-23.3% | $3,952+42.8% |
| Admin fee / account holder | $582 | $6,933-91.6% | $10,799-94.6% | $6,260-90.7% |