Filed October 25, 1995
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,459 | $62,267+26.0% | $110,238-28.8% | $55,725+40.8% |
| Participation rate | 69.5% | 78.1%-8.7pp | 79.8%-10.3pp | 70.9%-1.4pp |
| Annual return | -5.98% | -1.07%-4.9pp | 314.74%-320.7pp | 244.93%-250.9pp |
| Employer contribution / active EE | $969 | $1,941-50.1% | $3,826-74.7% | $2,078-53.4% |
| Participant deferral / active EE | $2,950 | $3,516-16.1% | $4,672-36.9% | $3,356-12.1% |
| Admin fee / account holder | $37 | $121-69.8% | $8,547-99.6% | $115-68.3% |