Filed October 18, 2004
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,392 |
MAINA, JAMES A.1+ years Service code 49 7440 N ORACLE RD BLDG 5 · TUCSON, AZ 857046379 | Other Services | $21,319 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,573 | $38,925-85.7% | $73,843-92.5% | $55,191-89.9% |
| Participation rate | 89.3% | 66.0%+23.3pp | 73.4%+15.9pp | 69.2%+20.1pp |
| Annual return | -0.94% | 6.31%-7.2pp | 2267.84%-2268.8pp | 10.78%-11.7pp |
| Employer contribution / active EE | $280 | $1,695-83.5% | $2,787-89.9% | $1,899-85.2% |
| Participant deferral / active EE | $782 | $2,351-66.7% | $3,583-78.2% | $3,046-74.3% |
| Admin fee / account holder | $54 | $83-34.4% | $4,880-98.9% | $91-40.1% |