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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,412 |
MORNINGSTAR3 years 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 | $41,690 | $57,606-27.6% | $67,313-38.1% | $75,289-44.6% |
| Participation rate | 93.5% | 68.2%+25.2pp | 69.1%+24.4pp | 72.4%+21.0pp |
| Annual return | -4.69% | -0.47%-4.2pp | -4.08%-0.6pp | -0.04%-4.6pp |
| Employer contribution / active EE | $807 | $2,206-63.4% | $2,566-68.5% | $2,405-66.4% |
| Participant deferral / active EE | $2,749 | $3,195-14.0% | $3,568-23.0% | $3,739-26.5% |
| Admin fee / account holder | $53 | $83-36.2% | $4,507-98.8% | $102-48.4% |