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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,867 |
EQUITABLE ADVISORS LLC6 years Filed as: EQUITABLE ADVISORS, LLC Service code 49 · EIN 13-4071393 | Other Services | $53,356 |
PLAN INTEGRITY PARTNERS, LLC3 years Service code 13 · EIN 88-4096467 | Contract Administrator | $21,229 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | 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 | $206,268 | $87,870+134.7% | $113,168+82.3% | $74,304+177.6% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 15.05% | 26.44%-11.4pp | 24.27%-9.2pp | 29.43%-14.4pp |
| Employer contribution / active EE | $10,297 | $2,277+352.2% | $2,975+246.1% | $2,241+359.4% |
| Participant deferral / active EE | $11,226 | $4,241+164.7% | $5,107+119.8% | $3,767+198.0% |
| Admin fee / account holder | $539 | $3,368-84.0% | $12,068-95.5% | $2,969-81.8% |