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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,209 |
MORNINGSTAR2 years 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 | $110,183 | $71,516+54.1% | $98,439+11.9% | $71,457+54.2% |
| Participation rate | 98.5% | 72.7%+25.8pp | 75.2%+23.4pp | 67.9%+30.6pp |
| Annual return | 16.68% | 32.41%-15.7pp | 21.16%-4.5pp | 28.85%-12.2pp |
| Employer contribution / active EE | $5,471 | $2,399+128.1% | $3,048+79.5% | $2,588+111.4% |
| Participant deferral / active EE | $7,151 | $4,109+74.0% | $4,738+50.9% | $4,289+66.7% |
| Admin fee / account holder | $53 | $1,675-96.8% | $8,948-99.4% | $1,587-96.7% |