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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,759 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $42,296 | $168,231-74.9% | $67,834-37.6% | $63,975-33.9% |
| Participation rate | 88.2% | 66.8%+21.4pp | 68.8%+19.4pp | 71.1%+17.1pp |
| Annual return | 6.82% | 11.76%-4.9pp | 138.47%-131.7pp | 48.65%-41.8pp |
| Employer contribution / active EE | $625 | $1,907-67.2% | $2,403-74.0% | $2,182-71.4% |
| Participant deferral / active EE | $2,466 | $2,827-12.8% | $3,160-22.0% | $3,356-26.5% |
| Admin fee / account holder | $29 | $81-63.4% | $4,622-99.4% | $70-58.2% |