Filed October 18, 2004
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 | $100,055 |
BLUEPRINT FINANCIAL10+ years Service code 27 · EIN 26-0811222 | Advisory (Plan) | $99,966 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,972 | $88,890+135.1% | $102,423+104.0% | $77,643+169.1% |
| Participation rate | 99.4% | 80.9%+18.5pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 12.78% | 24.98%-12.2pp | 29.32%-16.5pp | 31.24%-18.5pp |
| Employer contribution / active EE | $11,517 | $2,698+326.9% | $3,023+280.9% | $2,726+322.5% |
| Participant deferral / active EE | $8,557 | $5,145+66.3% | $5,053+69.3% | $4,647+84.1% |
| Admin fee / account holder | $442 | $235+87.5% | $9,451-95.3% | $430+2.6% |