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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,223 |
Annual investment return 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 | $32,577 | $37,039-12.0% | $147,614-77.9% | $59,188-45.0% |
| Participation rate | 93.3% | 63.8%+29.5pp | 84.6%+8.7pp | 69.4%+23.9pp |
| Annual return | -0.65% | 7.19%-7.8pp | 61.98%-62.6pp | 5.51%-6.2pp |
| Employer contribution / active EE | $1,506 | $1,353+11.3% | $5,564-72.9% | $2,098-28.2% |
| Participant deferral / active EE | $3,529 | $2,094+68.5% | $4,895-27.9% | $3,265+8.1% |
| Admin fee / account holder | $80 | $60+33.2% | $11,611-99.3% | $92-13.1% |