Filed May 1, 2000
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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $61,639 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,550 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $149,339 | $93,182+60.3% | $146,665+1.8% | $79,386+88.1% |
| Participation rate | 99.0% | 76.4%+22.5pp | 80.1%+18.9pp | 70.7%+28.3pp |
| Annual return | 16.42% | 21.61%-5.2pp | 22.74%-6.3pp | 116.85%-100.4pp |
| Employer contribution / active EE | $4,832 | $2,420+99.7% | $4,136+16.8% | $2,427+99.1% |
| Participant deferral / active EE | $6,556 | $4,169+57.3% | $5,506+19.1% | $4,046+62.1% |
| Admin fee / account holder | $15 | $585-97.4% | $10,280-99.8% | $626-97.5% |