Filed January 1, 2008
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,846 |
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 | $45,258 | $42,546+6.4% | $71,796-37.0% | $55,167-18.0% |
| Participation rate | 73.9% | 59.1%+14.8pp | 69.1%+4.8pp | 69.0%+4.9pp |
| Annual return | 5.79% | 12.36%-6.6pp | 78.04%-72.3pp | 169.23%-163.4pp |
| Employer contribution / active EE | $522 | $803-35.0% | $1,924-72.9% | $1,963-73.4% |
| Participant deferral / active EE | $2,677 | $2,064+29.7% | $2,794-4.2% | $3,054-12.3% |
| Admin fee / account holder | $72 | $650-88.9% | $4,815-98.5% | $504-85.7% |