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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,410 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $25,553 | $45,602-44.0% | $117,472-78.2% | $66,914-61.8% |
| Participation rate | 84.7% | 57.6%+27.1pp | 70.6%+14.1pp | 69.8%+14.9pp |
| Annual return | -15.50% | -16.74%+1.2pp | 29.74%-45.2pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,354 | $1,579-14.2% | $4,176-67.6% | $2,544-46.8% |
| Participant deferral / active EE | $2,404 | $2,845-15.5% | $4,070-40.9% | $4,237-43.3% |
| Admin fee / account holder | $208 | $661-68.5% | $5,645-96.3% | $593-64.9% |