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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $548,141 |
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 | $109,171 | $121,259-10.0% | $162,163-32.7% | $89,569+21.9% |
| Participation rate | 97.5% | 90.0%+7.4pp | 87.6%+9.9pp | 69.6%+27.9pp |
| Annual return | 29.04% | 22.23%+6.8pp | 115.59%-86.6pp | 34.56%-5.5pp |
| Employer contribution / active EE | $903 | $4,435-79.6% | $5,614-83.9% | $2,584-65.0% |
| Participant deferral / active EE | $8,926 | $6,620+34.8% | $7,298+22.3% | $4,220+111.5% |
| Admin fee / account holder | $38 | $101-62.5% | $10,843-99.7% | $72-47.3% |