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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,682 |
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 | $33,963 | $37,245-8.8% | $94,993-64.2% | $77,958-56.4% |
| Participation rate | 83.5% | 56.5%+27.0pp | 73.9%+9.6pp | 71.6%+11.8pp |
| Annual return | 17.61% | 22.72%-5.1pp | 27.12%-9.5pp | 20.87%-3.3pp |
| Employer contribution / active EE | $873 | $894-2.4% | $2,603-66.5% | $2,310-62.2% |
| Participant deferral / active EE | $2,169 | $1,828+18.6% | $3,317-34.6% | $3,537-38.7% |
| Admin fee / account holder | $10 | $59-83.5% | $4,960-99.8% | $97-90.0% |