Filed September 7, 2005
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $164,287 |
401(K) ADVISORS INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,284 | $56,095+14.6% | $178,490-64.0% | $90,288-28.8% |
| Participation rate | 95.9% | 65.6%+30.3pp | 81.9%+13.9pp | 73.4%+22.5pp |
| Annual return | 13.55% | 28.81%-15.3pp | 151.07%-137.5pp | 53.97%-40.4pp |
| Employer contribution / active EE | $1,918 | $1,572+22.0% | $5,011-61.7% | $2,524-24.0% |
| Participant deferral / active EE | $6,147 | $2,669+130.3% | $5,202+18.2% | $4,232+45.2% |
| Admin fee / account holder | $129 | $101+28.1% | $13,984-99.1% | $114+13.1% |