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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,315 |
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 | $86,738 | $71,142+21.9% | $119,609-27.5% | $64,808+33.8% |
| Participation rate | 95.6% | 78.6%+17.0pp | 79.3%+16.4pp | 71.5%+24.2pp |
| Annual return | -15.41% | -10.01%-5.4pp | -14.97%-0.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,444 | $2,497-42.2% | $4,232-65.9% | $2,506-42.4% |
| Participant deferral / active EE | $4,460 | $4,490-0.7% | $5,602-20.4% | $4,310+3.5% |
| Admin fee / account holder | $26 | $162-84.0% | $10,323-99.7% | $188-86.2% |