Filed April 5, 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 | $69,598 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,567 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,979 | $61,058+4.8% | $71,209-10.2% | $85,563-25.2% |
| Participation rate | 62.8% | 58.6%+4.2pp | 73.8%-11.0pp | 66.0%-3.2pp |
| Annual return | 12.04% | 100.41%-88.4pp | 282.51%-270.5pp | 31.51%-19.5pp |
| Employer contribution / active EE | $1,581 | $2,199-28.1% | $2,721-41.9% | $2,654-40.4% |
| Participant deferral / active EE | $2,337 | $3,173-26.3% | $4,175-44.0% | $4,375-46.6% |
| Admin fee / account holder | $365 | $855-57.3% | $5,349-93.2% | $834-56.3% |