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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,960 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,206 | $65,292-32.3% | $71,671-38.3% | $77,958-43.3% |
| Participation rate | 91.4% | 67.4%+24.0pp | 68.7%+22.6pp | 71.6%+19.7pp |
| Annual return | 15.42% | 21.25%-5.8pp | 20.65%-5.2pp | 20.87%-5.4pp |
| Employer contribution / active EE | $684 | $2,085-67.2% | $2,460-72.2% | $2,310-70.4% |
| Participant deferral / active EE | $2,346 | $3,008-22.0% | $3,438-31.8% | $3,537-33.7% |
| Admin fee / account holder | $29 | $84-65.9% | $5,558-99.5% | $97-70.5% |