Filed March 11, 1994
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,269 |
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 | $130,121 | $72,770+78.8% | $67,652+92.3% | $55,191+135.8% |
| Participation rate | 78.3% | 78.8%-0.5pp | 75.7%+2.6pp | 69.2%+9.1pp |
| Annual return | 0.37% | -3.26%+3.6pp | 6625.04%-6624.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $2,080 | $1,769+17.6% | $2,266-8.2% | $1,899+9.6% |
| Participant deferral / active EE | $7,742 | $3,408+127.2% | $3,560+117.5% | $3,046+154.1% |
| Admin fee / account holder | $30 | $79-62.0% | $4,821-99.4% | $91-67.0% |