Filed November 3, 2003 (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 | $16,791 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,477 | $89,282+37.2% | $94,646+29.4% | $74,419+64.6% |
| Participation rate | 98.4% | 82.4%+16.0pp | 80.8%+17.6pp | 70.7%+27.7pp |
| Annual return | 17.66% | 25.96%-8.3pp | 156.71%-139.1pp | 34.38%-16.7pp |
| Employer contribution / active EE | $3,932 | $3,022+30.1% | $3,672+7.1% | $2,637+49.1% |
| Participant deferral / active EE | $11,144 | $8,425+32.3% | $7,418+50.2% | $4,528+146.1% |
| Admin fee / account holder | $14 | $219-93.8% | $7,231-99.8% | $348-96.1% |