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 | $231,982 |
RPCP COM PROCESSING1 year Filed as: RPCP COMPENSATION PROC. Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,669 | $47,456+2.6% | $172,739-71.8% | $77,787-37.4% |
| Participation rate | 63.9% | 66.3%-2.4pp | 82.6%-18.7pp | 73.2%-9.3pp |
| Annual return | 18.95% | 35.57%-16.6pp | 802.84%-783.9pp | 32.57%-13.6pp |
| Employer contribution / active EE | $1,483 | $1,574-5.8% | $5,143-71.2% | $2,504-40.8% |
| Participant deferral / active EE | $2,611 | $2,560+2.0% | $5,198-49.8% | $3,967-34.2% |
| Admin fee / account holder | $104 | $81+28.6% | $13,954-99.3% | $100+3.9% |