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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,071 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,264 | $86,225+63.8% | $146,665-3.7% | $86,799+62.7% |
| Participation rate | 66.4% | 78.0%-11.6pp | 80.1%-13.7pp | 72.3%-5.9pp |
| Annual return | 17.73% | 31.23%-13.5pp | 22.74%-5.0pp | 97.91%-80.2pp |
| Employer contribution / active EE | $1,243 | $2,392-48.1% | $4,136-70.0% | $2,405-48.3% |
| Participant deferral / active EE | $3,932 | $4,245-7.4% | $5,506-28.6% | $4,131-4.8% |
| Admin fee / account holder | $24 | $195-87.5% | $10,280-99.8% | $170-85.6% |