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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $122,086 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,653 | $185,342-23.0% | $111,297+28.2% | $86,799+64.3% |
| Participation rate | 98.9% | 81.0%+17.9pp | 77.3%+21.6pp | 72.3%+26.6pp |
| Annual return | 15.25% | 500.80%-485.5pp | 54.65%-39.4pp | 97.91%-82.7pp |
| Employer contribution / active EE | $8,133 | $2,246+262.1% | $2,731+197.8% | $2,405+238.1% |
| Participant deferral / active EE | $7,362 | $4,458+65.1% | $4,487+64.1% | $4,131+78.2% |
| Admin fee / account holder | $178 | $255-30.5% | $7,964-97.8% | $170+4.7% |