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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,671 |
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 | $100,159 | $91,372+9.6% | $129,995-23.0% | $74,419+34.6% |
| Participation rate | 97.8% | 77.8%+20.0pp | 78.5%+19.4pp | 70.7%+27.1pp |
| Annual return | 18.25% | 23.21%-5.0pp | -137.18%+155.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $1,534 | $2,563-40.1% | $4,320-64.5% | $2,637-41.8% |
| Participant deferral / active EE | $4,569 | $4,721-3.2% | $5,820-21.5% | $4,528+0.9% |
| Admin fee / account holder | $24 | $283-91.5% | $10,614-99.8% | $348-93.1% |