Filed October 18, 2004
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,704 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,037 | $81,537-15.3% | $149,718-53.9% | $69,631-0.9% |
| Participation rate | 72.7% | 86.1%-13.4pp | 87.1%-14.4pp | 70.7%+2.0pp |
| Annual return | 26.68% | 22.79%+3.9pp | 1501.63%-1474.9pp | 27571.02%-27544.3pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,147 | $4,994-17.0% | $6,569-36.9% | $3,224+28.6% |
| Admin fee / account holder | $101 | $107-5.7% | $11,283-99.1% | $110-8.8% |