Filed November 6, 1997
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,893 | $46,360+31.3% | $147,614-58.7% | $52,331+16.4% |
| Participation rate | 69.9% | 64.9%+5.0pp | 84.6%-14.7pp | 68.1%+1.8pp |
| Annual return | 0.40% | 1.62%-1.2pp | 61.98%-61.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $2,470 | $2,126+16.2% | $5,564-55.6% | $1,882+31.3% |
| Participant deferral / active EE | $5,023 | $2,258+122.5% | $4,895+2.6% | $3,022+66.2% |
| Admin fee / account holder | $22 | $766-97.1% | $11,611-99.8% | $592-96.3% |