Filed January 21, 2003
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 | $258,896 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,042 | $81,357-29.9% | $75,972-24.9% | $199,593-71.4% |
| Participation rate | 98.7% | 69.9%+28.8pp | 69.1%+29.6pp | 72.0%+26.7pp |
| Annual return | 12.37% | 16.32%-3.9pp | 359.55%-347.2pp | 34.25%-21.9pp |
| Employer contribution / active EE | $1,136 | $3,341-66.0% | $2,685-57.7% | $3,034-62.6% |
| Participant deferral / active EE | $3,274 | $4,710-30.5% | $4,255-23.1% | $5,087-35.6% |
| Admin fee / account holder | $98 | $144-31.9% | $6,467-98.5% | $269-63.4% |