Filed October 18, 2004 (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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $632,627 |
Employer contribution per participant 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 | $179,437 | $171,977+4.3% | $200,582-10.5% | $140,769+27.5% |
| Participation rate | 97.9% | 93.2%+4.6pp | 86.9%+11.0pp | 74.2%+23.7pp |
| Annual return | 17.07% | 19.20%-2.1pp | 42.33%-25.3pp | 16.82%+0.2pp |
| Employer contribution / active EE | $876 | $6,031-85.5% | $6,419-86.4% | $3,906-77.6% |
| Participant deferral / active EE | $13,408 | $9,366+43.2% | $9,331+43.7% | $6,717+99.6% |
| Admin fee / account holder | $34 | $68-49.8% | $16,305-99.8% | $229-85.1% |