Filed January 14, 2005
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,177 |
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 | $160,884 | $71,802+124.1% | $133,980+20.1% | $57,658+179.0% |
| Participation rate | 94.9% | 85.5%+9.5pp | 87.1%+7.9pp | 70.2%+24.7pp |
| Annual return | 8.95% | 13.51%-4.6pp | 29.30%-20.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $9,112 | $3,161+188.2% | $5,211+74.9% | $1,974+361.7% |
| Participant deferral / active EE | $4,076 | $4,606-11.5% | $6,282-35.1% | $3,061+33.2% |
| Admin fee / account holder | $102 | $88+16.1% | $9,324-98.9% | $95+7.7% |