Filed January 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,867 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE ADVISORS, LLC Service code 49 · EIN 13-4071393 | Other Services | $39,159 |
Service code 49 · EIN 88-4096467 | Other Services | $15,484 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,252 | $76,050+88.4% | $96,544+48.4% | $71,457+100.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 18.31% | 22.81%-4.5pp | 25.84%-7.5pp | 28.85%-10.5pp |
| Employer contribution / active EE | $8,143 | $2,244+262.8% | $2,965+174.6% | $2,588+214.7% |
| Participant deferral / active EE | $9,793 | $4,215+132.3% | $4,851+101.9% | $4,289+128.3% |
| Admin fee / account holder | $399 | $2,707-85.2% | $8,252-95.2% | $1,587-74.8% |