Filed April 13, 2006 (most recent of 3 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,715 | $71,192-34.4% | $117,854-60.4% | $62,292-25.0% |
| Participation rate | 67.4% | 74.2%-6.9pp | 79.7%-12.3pp | 69.5%-2.1pp |
| Annual return | 12.83% | 18.66%-5.8pp | 335.08%-322.2pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,106 | $1,934-42.8% | $3,786-70.8% | $2,042-45.8% |
| Participant deferral / active EE | $1,984 | $3,189-37.8% | $4,482-55.7% | $3,169-37.4% |
| Admin fee / account holder | $21 | $587-96.3% | $8,020-99.7% | $479-95.5% |