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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,148 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $105,072 | $72,607+44.7% | $90,749+15.8% | $66,914+57.0% |
| Participation rate | 97.7% | 73.7%+24.0pp | 75.7%+22.0pp | 69.8%+27.9pp |
| Annual return | -15.70% | -12.28%-3.4pp | -12.16%-3.5pp | 1.58%-17.3pp |
| Employer contribution / active EE | $4,931 | $2,369+108.2% | $2,921+68.8% | $2,544+93.8% |
| Participant deferral / active EE | $6,793 | $3,977+70.8% | $4,564+48.8% | $4,237+60.3% |
| Admin fee / account holder | $111 | $707-84.3% | $8,445-98.7% | $593-81.3% |