Filed April 3, 2003
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 | $6,983,001 |
RPCP COM PROCESSING1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $361,555 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $38,605 | $46,969-17.8% | $154,107-74.9% | $73,367-47.4% |
| Participation rate | 79.8% | 72.4%+7.5pp | 83.0%-3.2pp | 69.5%+10.4pp |
| Annual return | 19.45% | 821.68%-802.2pp | 735.12%-715.7pp | 173.45%-154.0pp |
| Employer contribution / active EE | $1,110 | $1,723-35.6% | $5,298-79.1% | $2,499-55.6% |
| Participant deferral / active EE | $3,284 | $3,162+3.9% | $5,081-35.4% | $4,033-18.6% |
| Admin fee / account holder | $78 | $47+66.8% | $13,411-99.4% | $68+13.7% |