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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,012 |
MORNINGSTAR1 year Filed as: MORINGSTAR INVESTMENT MANAGEMENT LL 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 | $29,971 | $48,335-38.0% | $121,098-75.3% | $71,457-58.1% |
| Participation rate | 80.2% | 54.3%+25.9pp | 69.5%+10.7pp | 67.9%+12.2pp |
| Annual return | 16.48% | 23.32%-6.8pp | 985.75%-969.3pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,318 | $1,489-11.5% | $4,164-68.3% | $2,588-49.1% |
| Participant deferral / active EE | $2,357 | $2,754-14.4% | $4,080-42.2% | $4,289-45.0% |
| Admin fee / account holder | $189 | $1,841-89.8% | $5,644-96.7% | $1,587-88.1% |