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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,470 |
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 | $134,250 | $99,078+35.5% | $96,544+39.1% | $74,419+80.4% |
| Participation rate | 99.8% | 80.7%+19.1pp | 76.0%+23.8pp | 70.7%+29.1pp |
| Annual return | 17.67% | 22.48%-4.8pp | 25.84%-8.2pp | 34.38%-16.7pp |
| Employer contribution / active EE | $8,460 | $2,570+229.1% | $2,965+185.3% | $2,637+220.8% |
| Participant deferral / active EE | $9,015 | $4,933+82.7% | $4,851+85.8% | $4,528+99.1% |
| Admin fee / account holder | $172 | $225-23.5% | $8,252-97.9% | $348-50.6% |