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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,042 |
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 | $119,736 | $78,419+52.7% | $133,956-10.6% | $73,409+63.1% |
| Participation rate | 71.9% | 78.6%-6.7pp | 79.8%-8.0pp | 72.2%-0.3pp |
| Annual return | 15.31% | 33.35%-18.0pp | 45.09%-29.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,211 | $2,044-40.7% | $3,919-69.1% | $2,234-45.8% |
| Participant deferral / active EE | $3,810 | $3,925-2.9% | $5,048-24.5% | $3,805+0.1% |
| Admin fee / account holder | $21 | $161-86.9% | $8,927-99.8% | $158-86.6% |