Filed September 1, 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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,161 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,084 | $61,052-49.1% | $142,863-78.2% | $79,386-60.8% |
| Participation rate | 77.8% | 60.1%+17.7pp | 71.9%+5.8pp | 70.7%+7.1pp |
| Annual return | 20.07% | 16.02%+4.0pp | 5637.54%-5617.5pp | 116.85%-96.8pp |
| Employer contribution / active EE | $1,013 | $1,481-31.6% | $4,144-75.6% | $2,427-58.3% |
| Participant deferral / active EE | $1,729 | $2,879-40.0% | $3,837-55.0% | $4,046-57.3% |
| Admin fee / account holder | $202 | $659-69.3% | $6,560-96.9% | $626-67.7% |