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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $180,983 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,870 | $74,462-30.3% | $81,983-36.7% | $90,288-42.6% |
| Participation rate | 97.8% | 69.7%+28.1pp | 69.2%+28.6pp | 73.4%+24.5pp |
| Annual return | 13.30% | 17.56%-4.3pp | 41.31%-28.0pp | 53.97%-40.7pp |
| Employer contribution / active EE | $903 | $2,334-61.3% | $2,498-63.8% | $2,524-64.2% |
| Participant deferral / active EE | $2,950 | $3,602-18.1% | $3,722-20.7% | $4,232-30.3% |
| Admin fee / account holder | $88 | $98-10.6% | $5,664-98.5% | $114-23.2% |