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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $508,617 |
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 | $87,771 | $96,381-8.9% | $140,016-37.3% | $73,367+19.6% |
| Participation rate | 96.1% | 90.1%+6.0pp | 87.5%+8.6pp | 69.5%+26.6pp |
| Annual return | -4.06% | -4.30%+0.2pp | 651.12%-655.2pp | 173.45%-177.5pp |
| Employer contribution / active EE | $883 | $4,168-78.8% | $5,606-84.2% | $2,499-64.7% |
| Participant deferral / active EE | $8,513 | $6,186+37.6% | $6,927+22.9% | $4,033+111.1% |
| Admin fee / account holder | $37 | $100-62.6% | $10,705-99.7% | $68-45.4% |