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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,340 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $21,511 |
MORNINGSTAR3 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.
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 | $65,635 | $60,261+8.9% | $81,783-19.7% | $74,546-12.0% |
| Participation rate | 60.0% | 62.9%-2.9pp | 72.4%-12.4pp | 67.2%-7.2pp |
| Annual return | 11.23% | 16.88%-5.7pp | 775.05%-763.8pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,553 | $2,622-40.8% | $2,913-46.7% | $2,624-40.8% |
| Participant deferral / active EE | $2,238 | $3,388-33.9% | $4,320-48.2% | $4,347-48.5% |
| Admin fee / account holder | $276 | $1,482-81.4% | $7,380-96.3% | $1,944-85.8% |