Filed March 16, 2005
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,078 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,014 | $69,305+32.8% | $82,313+11.8% | $69,631+32.1% |
| Participation rate | 97.8% | 80.3%+17.5pp | 76.9%+20.9pp | 70.7%+27.1pp |
| Annual return | 17.80% | 21.47%-3.7pp | 25.88%-8.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $10,890 | $1,887+477.2% | $2,428+348.5% | $2,032+435.9% |
| Participant deferral / active EE | $11,187 | $3,568+213.5% | $3,706+201.9% | $3,224+247.0% |
| Admin fee / account holder | $23 | $97-76.2% | $5,608-99.6% | $110-79.0% |