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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,910,020 |
RPCP COM PROCESSING2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $404,833 |
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 | $47,239 | $58,202-18.8% | $172,739-72.7% | $89,569-47.3% |
| Participation rate | 83.1% | 72.8%+10.3pp | 82.6%+0.5pp | 69.6%+13.5pp |
| Annual return | 20.80% | 61.59%-40.8pp | 802.84%-782.0pp | 34.56%-13.8pp |
| Employer contribution / active EE | $1,111 | $1,759-36.9% | $5,143-78.4% | $2,584-57.0% |
| Participant deferral / active EE | $3,543 | $3,335+6.2% | $5,198-31.8% | $4,220-16.1% |
| Admin fee / account holder | $83 | $53+57.2% | $13,954-99.4% | $72+15.4% |