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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,686 |
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 | $104,315 | $73,404+42.1% | $87,100+19.8% | $67,579+54.4% |
| Participation rate | 97.9% | 80.9%+17.0pp | 76.9%+21.0pp | 71.3%+26.6pp |
| Annual return | 23.40% | 48.29%-24.9pp | 28.19%-4.8pp | 378.56%-355.2pp |
| Employer contribution / active EE | $7,136 | $2,014+254.3% | $2,521+183.0% | $2,148+232.3% |
| Participant deferral / active EE | $7,520 | $3,913+92.2% | $4,049+85.7% | $3,539+112.5% |
| Admin fee / account holder | $109 | $142-23.2% | $7,497-98.6% | $142-23.6% |