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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $531,171 |
Employer contribution per participant 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 | $96,132 | $112,134-14.3% | $149,718-35.8% | $80,976+18.7% |
| Participation rate | 95.9% | 87.3%+8.6pp | 87.1%+8.8pp | 68.3%+27.6pp |
| Annual return | 24.31% | 17.23%+7.1pp | 1501.63%-1477.3pp | 22.91%+1.4pp |
| Employer contribution / active EE | $883 | $3,991-77.9% | $5,445-83.8% | $2,402-63.2% |
| Participant deferral / active EE | $8,301 | $6,036+37.5% | $6,569+26.4% | $3,848+115.7% |
| Admin fee / account holder | $42 | $109-61.3% | $11,283-99.6% | $67-37.4% |