Filed April 28, 1997 (most recent of 2 filings on file)
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 | $75,945 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,065 | $47,202+27.3% | $93,606-35.8% | $99,062-39.4% |
| Participation rate | 53.4% | 57.3%-3.9pp | 68.7%-15.3pp | 71.6%-18.2pp |
| Annual return | 14.16% | 13.08%+1.1pp | 133.20%-119.0pp | 17.66%-3.5pp |
| Employer contribution / active EE | $965 | $1,134-14.9% | $2,420-60.1% | $3,262-70.4% |
| Participant deferral / active EE | $1,378 | $2,296-40.0% | $4,411-68.8% | $5,331-74.1% |
| Admin fee / account holder | $21 | $86-75.0% | $8,285-99.7% | $109-80.3% |