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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,966 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,988 | $35,366-6.7% | $90,645-63.6% | $75,289-56.2% |
| Participation rate | 83.9% | 57.3%+26.6pp | 74.0%+9.8pp | 72.4%+11.4pp |
| Annual return | -7.67% | -2.19%-5.5pp | 1.88%-9.6pp | -0.04%-7.6pp |
| Employer contribution / active EE | $891 | $916-2.7% | $2,532-64.8% | $2,405-62.9% |
| Participant deferral / active EE | $2,275 | $1,998+13.8% | $3,425-33.6% | $3,739-39.1% |
| Admin fee / account holder | $11 | $59-81.7% | $4,994-99.8% | $102-89.5% |