Filed July 21, 2003
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 | $6,836 |
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 | $42,207 | $80,005-47.2% | $140,016-69.9% | $55,725-24.3% |
| Participation rate | 98.8% | 87.0%+11.8pp | 87.5%+11.3pp | 70.9%+27.9pp |
| Annual return | 0.36% | 0.46%-0.1pp | 651.12%-650.8pp | 244.93%-244.6pp |
| Employer contribution / active EE | $1,099 | $3,403-67.7% | $5,606-80.4% | $2,078-47.1% |
| Participant deferral / active EE | $3,197 | $5,264-39.3% | $6,927-53.9% | $3,356-4.7% |
| Admin fee / account holder | $15 | $116-86.7% | $10,705-99.9% | $115-86.6% |