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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,702 |
MORNINGSTAR1 year Filed as: MORINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,553 | $52,406-30.3% | $129,207-71.7% | $74,495-50.9% |
| Participation rate | 70.7% | 53.8%+16.9pp | 69.6%+1.1pp | 67.2%+3.5pp |
| Annual return | 10.97% | 15.66%-4.7pp | 9417.33%-9406.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,317 | $1,531-14.0% | $4,153-68.3% | $2,623-49.8% |
| Participant deferral / active EE | $2,353 | $2,794-15.8% | $4,168-43.6% | $4,346-45.9% |
| Admin fee / account holder | $233 | $2,633-91.1% | $7,715-97.0% | $1,942-88.0% |