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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,672 |
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 | $54,463 | $51,466+5.8% | $78,778-30.9% | $62,292-12.6% |
| Participation rate | 71.8% | 59.8%+12.0pp | 69.2%+2.6pp | 69.5%+2.3pp |
| Annual return | 15.52% | 19.96%-4.4pp | 35.62%-20.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $547 | $827-33.9% | $1,986-72.5% | $2,042-73.2% |
| Participant deferral / active EE | $2,671 | $2,147+24.4% | $2,958-9.7% | $3,169-15.7% |
| Admin fee / account holder | $103 | $489-78.9% | $5,134-98.0% | $479-78.5% |