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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,239 |
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 | $101,965 | $69,159+47.4% | $125,175-18.5% | $67,579+50.9% |
| Participation rate | 67.7% | 78.2%-10.5pp | 79.8%-12.0pp | 71.3%-3.5pp |
| Annual return | 23.47% | 27.12%-3.6pp | 43.79%-20.3pp | 378.56%-355.1pp |
| Employer contribution / active EE | $1,062 | $2,023-47.5% | $3,865-72.5% | $2,148-50.5% |
| Participant deferral / active EE | $3,305 | $3,700-10.7% | $4,937-33.0% | $3,539-6.6% |
| Admin fee / account holder | $36 | $142-74.7% | $9,702-99.6% | $142-74.8% |