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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,045 |
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 | $156,913 | $81,537+92.4% | $149,718+4.8% | $69,631+125.3% |
| Participation rate | 94.3% | 86.1%+8.2pp | 87.1%+7.2pp | 70.7%+23.6pp |
| Annual return | 22.51% | 22.79%-0.3pp | 1501.63%-1479.1pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $8,516 | $3,239+162.9% | $5,445+56.4% | $2,032+319.1% |
| Participant deferral / active EE | $3,750 | $4,994-24.9% | $6,569-42.9% | $3,224+16.3% |
| Admin fee / account holder | $99 | $107-7.2% | $11,283-99.1% | $110-10.2% |