Filed March 26, 2002
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,745 |
Service code 49 · EIN 95-3410460 | Other Services | $1,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,220 | $86,655+4.1% | $119,609-24.6% | $66,914+34.8% |
| Participation rate | 50.9% | 75.6%-24.7pp | 79.3%-28.4pp | 69.8%-18.9pp |
| Annual return | -15.35% | -8.00%-7.3pp | -14.97%-0.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,760 | $2,536-30.6% | $4,232-58.4% | $2,544-30.8% |
| Participant deferral / active EE | $3,608 | $4,358-17.2% | $5,602-35.6% | $4,237-14.9% |
| Admin fee / account holder | $36 | $755-95.3% | $10,323-99.7% | $593-94.0% |