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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,938 |
MORNINGSTAR4 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 | $129,862 | $66,310+95.8% | $93,606+38.7% | $65,185+99.2% |
| Participation rate | 99.2% | 74.0%+25.2pp | 75.8%+23.4pp | 70.2%+29.0pp |
| Annual return | 22.72% | 42.58%-19.9pp | 32.76%-10.0pp | 29.38%-6.7pp |
| Employer contribution / active EE | $4,707 | $2,012+133.9% | $2,718+73.2% | $2,177+116.2% |
| Participant deferral / active EE | $6,630 | $3,342+98.4% | $4,069+63.0% | $3,514+88.7% |
| Admin fee / account holder | $54 | $6,897-99.2% | $7,888-99.3% | $847-93.7% |