Filed September 24, 1992
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 | $9,020 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $171,632 | $58,083+195.5% | $80,019+114.5% | $56,287+204.9% |
| Participation rate | 90.7% | 73.6%+17.0pp | 75.8%+14.8pp | 69.9%+20.8pp |
| Annual return | -5.64% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $4,966 | $1,932+157.0% | $2,468+101.2% | $2,111+135.2% |
| Participant deferral / active EE | $4,587 | $3,135+46.3% | $3,686+24.5% | $3,350+36.9% |
| Admin fee / account holder | $37 | $623-94.1% | $6,521-99.4% | $521-93.0% |