Filed October 6, 1992
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,673 | $39,819-50.6% | $67,834-71.0% | $57,658-65.9% |
| Participation rate | 41.1% | 61.2%-20.1pp | 68.8%-27.7pp | 70.2%-29.1pp |
| Annual return | 7.93% | 9.19%-1.3pp | 138.47%-130.5pp | 5.13%+2.8pp |
| Employer contribution / active EE | $485 | $1,277-62.1% | $2,403-79.8% | $1,974-75.5% |
| Participant deferral / active EE | $1,205 | $2,209-45.5% | $3,160-61.9% | $3,061-60.6% |
| Admin fee / account holder | $111 | $84+33.1% | $4,622-97.6% | $95+17.8% |