Filed February 26, 2006 (most recent of 2 filings on file)
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,274 |
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 | $28,020 | $35,600-21.3% | $87,507-68.0% | $63,975-56.2% |
| Participation rate | 83.7% | 56.1%+27.6pp | 73.8%+9.9pp | 71.1%+12.6pp |
| Annual return | 8.10% | 17.86%-9.8pp | 12.21%-4.1pp | 48.65%-40.6pp |
| Employer contribution / active EE | $763 | $854-10.6% | $2,550-70.1% | $2,182-65.0% |
| Participant deferral / active EE | $1,861 | $1,660+12.2% | $3,149-40.9% | $3,356-44.5% |
| Admin fee / account holder | $10 | $51-80.9% | $4,221-99.8% | $70-86.3% |