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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,986 |
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 | $110,421 | $72,254+52.8% | $86,677+27.4% | $64,808+70.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -15.52% | 392.42%-407.9pp | 35.91%-51.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $7,471 | $2,393+212.2% | $2,836+163.4% | $2,506+198.1% |
| Participant deferral / active EE | $8,329 | $4,658+78.8% | $4,656+78.9% | $4,310+93.2% |
| Admin fee / account holder | $160 | $174-8.3% | $7,493-97.9% | $188-15.1% |