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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,876 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,493 | $79,519+51.5% | $95,952+25.6% | $73,409+64.1% |
| Participation rate | 99.6% | 81.2%+18.4pp | 77.1%+22.5pp | 72.2%+27.4pp |
| Annual return | 15.24% | 19.20%-4.0pp | 91.61%-76.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $7,496 | $2,048+266.1% | $2,541+195.0% | $2,234+235.6% |
| Participant deferral / active EE | $7,752 | $4,138+87.3% | $4,167+86.0% | $3,805+103.7% |
| Admin fee / account holder | $140 | $184-23.9% | $6,795-97.9% | $158-11.2% |