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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,425 |
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 | $140,662 | $63,905+120.1% | $74,183+89.6% | $57,658+144.0% |
| Participation rate | 81.8% | 79.8%+2.1pp | 76.6%+5.2pp | 70.2%+11.6pp |
| Annual return | 6.49% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,258 | $1,840+22.7% | $2,370-4.7% | $1,974+14.4% |
| Participant deferral / active EE | $8,105 | $3,448+135.1% | $3,550+128.3% | $3,061+164.8% |
| Admin fee / account holder | $26 | $91-71.6% | $5,586-99.5% | $95-72.6% |