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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $627,447 |
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 | $138,632 | $135,240+2.5% | $169,993-18.4% | $96,393+43.8% |
| Participation rate | 98.5% | 86.5%+12.0pp | 87.0%+11.5pp | 71.3%+27.2pp |
| Annual return | 24.82% | 22.04%+2.8pp | 53.37%-28.6pp | 22.88%+1.9pp |
| Employer contribution / active EE | $893 | $5,029-82.3% | $6,785-86.8% | $3,238-72.4% |
| Participant deferral / active EE | $11,598 | $8,138+42.5% | $10,408+11.4% | $5,455+112.6% |
| Admin fee / account holder | $36 | $85-58.0% | $12,815-99.7% | $74-51.7% |