Filed April 13, 2005
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,141 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,083 | $71,666+87.1% | $117,854+13.8% | $69,631+92.6% |
| Participation rate | 98.4% | 77.5%+20.9pp | 79.7%+18.8pp | 70.7%+27.8pp |
| Annual return | 16.47% | 18.86%-2.4pp | 335.08%-318.6pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $7,207 | $1,889+281.6% | $3,786+90.4% | $2,032+254.7% |
| Participant deferral / active EE | $6,245 | $3,340+87.0% | $4,482+39.3% | $3,224+93.7% |
| Admin fee / account holder | $239 | $120+98.2% | $8,020-97.0% | $110+116.0% |