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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,737 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $113,287 | $71,142+59.2% | $119,609-5.3% | $64,808+74.8% |
| Participation rate | 81.6% | 78.6%+2.9pp | 79.3%+2.3pp | 71.5%+10.1pp |
| Annual return | -14.54% | -10.01%-4.5pp | -14.97%+0.4pp | 32.82%-47.4pp |
| Employer contribution / active EE | $6,071 | $2,497+143.1% | $4,232+43.5% | $2,506+142.3% |
| Participant deferral / active EE | $6,097 | $4,490+35.8% | $5,602+8.8% | $4,310+41.5% |
| Admin fee / account holder | $171 | $162+5.4% | $10,323-98.3% | $188-9.0% |