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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $684,832 |
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 | $159,481 | $152,104+4.9% | $184,203-13.4% | $106,382+49.9% |
| Participation rate | 98.4% | 85.9%+12.5pp | 86.8%+11.6pp | 69.9%+28.5pp |
| Annual return | 17.83% | 20.70%-2.9pp | 28.81%-11.0pp | 17.37%+0.5pp |
| Employer contribution / active EE | $887 | $5,326-83.4% | $6,427-86.2% | $3,364-73.6% |
| Participant deferral / active EE | $12,635 | $8,559+47.6% | $9,131+38.4% | $5,569+126.9% |
| Admin fee / account holder | $38 | $103-63.0% | $13,901-99.7% | $79-52.0% |