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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $637,072 |
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 | $127,629 | $139,268-8.4% | $177,821-28.2% | $106,222+20.2% |
| Participation rate | 97.7% | 91.6%+6.1pp | 87.7%+10.0pp | 70.8%+26.9pp |
| Annual return | 18.24% | 17.20%+1.0pp | 48.32%-30.1pp | 21.69%-3.5pp |
| Employer contribution / active EE | $925 | $4,832-80.9% | $5,918-84.4% | $2,723-66.0% |
| Participant deferral / active EE | $10,023 | $7,227+38.7% | $7,714+29.9% | $4,600+117.9% |
| Admin fee / account holder | $44 | $97-55.0% | $12,427-99.6% | $78-44.4% |