Filed October 22, 2004 (most recent of 3 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,122 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,045 | $98,982+4.1% | $162,163-36.5% | $65,185+58.1% |
| Participation rate | 99.6% | 85.8%+13.8pp | 87.6%+12.0pp | 70.2%+29.4pp |
| Annual return | 23.19% | 24.84%-1.7pp | 115.59%-92.4pp | 29.38%-6.2pp |
| Employer contribution / active EE | $6,838 | $3,467+97.3% | $5,614+21.8% | $2,177+214.2% |
| Participant deferral / active EE | $4,478 | $5,384-16.8% | $7,298-38.6% | $3,514+27.4% |
| Admin fee / account holder | $142 | $596-76.2% | $10,843-98.7% | $847-83.3% |