Filed March 23, 2006
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 Filed as: PRINCIPAL LIFE INS. CO Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $131,556 |
KORNERSTONE, INC.1 year Service code 28 · EIN 46-4657858 | Investment Management | $30,000 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $18,955 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,486 | $81,537-52.8% | $149,718-74.3% | $69,631-44.7% |
| Participation rate | 75.3% | 86.1%-10.8pp | 87.1%-11.8pp | 70.7%+4.6pp |
| Annual return | 17.25% | 22.79%-5.5pp | 1501.63%-1484.4pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $803 | $3,239-75.2% | $5,445-85.3% | $2,032-60.5% |
| Participant deferral / active EE | $3,245 | $4,994-35.0% | $6,569-50.6% | $3,224+0.7% |
| Admin fee / account holder | $163 | $107+52.5% | $11,283-98.6% | $110+47.6% |