Filed July 30, 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 | $447,097 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,155 | $53,136+41.4% | $155,509-51.7% | $199,593-62.3% |
| Participation rate | 97.0% | 64.1%+33.0pp | 78.2%+18.8pp | 72.0%+25.1pp |
| Annual return | 12.13% | 41.15%-29.0pp | 64.67%-52.5pp | 34.25%-22.1pp |
| Employer contribution / active EE | $2,769 | $1,851+49.6% | $4,672-40.7% | $3,034-8.7% |
| Participant deferral / active EE | $4,368 | $3,161+38.2% | $5,626-22.4% | $5,087-14.1% |
| Admin fee / account holder | $134 | $185-27.7% | $15,912-99.2% | $269-50.2% |