Filed February 21, 2006
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 | $6,888 |
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 | $109,836 | $58,083+89.1% | $80,019+37.3% | $56,287+95.1% |
| Participation rate | 99.2% | 73.6%+25.6pp | 75.8%+23.4pp | 69.9%+29.4pp |
| Annual return | -6.23% | 34.61%-40.8pp | 11.22%-17.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $4,625 | $1,932+139.4% | $2,468+87.4% | $2,111+119.1% |
| Participant deferral / active EE | $6,704 | $3,135+113.8% | $3,686+81.9% | $3,350+100.1% |
| Admin fee / account holder | $42 | $623-93.2% | $6,521-99.4% | $521-91.9% |