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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,980 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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 | $126,255 | $70,908+78.1% | $98,907+27.6% | $73,488+71.8% |
| Participation rate | 98.4% | 73.8%+24.6pp | 76.0%+22.3pp | 70.7%+27.7pp |
| Annual return | 13.11% | 34.17%-21.1pp | 196.43%-183.3pp | 28.51%-15.4pp |
| Employer contribution / active EE | $4,622 | $2,036+127.0% | $2,689+71.9% | $2,270+103.6% |
| Participant deferral / active EE | $6,612 | $3,500+88.9% | $4,244+55.8% | $3,740+76.8% |
| Admin fee / account holder | $41 | $535-92.4% | $6,642-99.4% | $513-92.0% |