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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,770 |
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 | $66,225 | $80,005-17.2% | $140,016-52.7% | $55,725+18.8% |
| Participation rate | 72.4% | 87.0%-14.6pp | 87.5%-15.1pp | 70.9%+1.5pp |
| Annual return | -4.58% | 0.46%-5.0pp | 651.12%-655.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,606-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,229 | $5,264-19.7% | $6,927-39.0% | $3,356+26.0% |
| Admin fee / account holder | $111 | $116-4.4% | $10,705-99.0% | $115-4.0% |