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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $448,399 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $60,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $67,757 | $50,127+35.2% | $149,673-54.7% | $80,160-15.5% |
| Participation rate | 96.3% | 64.3%+32.0pp | 78.8%+17.5pp | 72.9%+23.3pp |
| Annual return | 16.39% | 29.82%-13.4pp | 134.42%-118.0pp | 40.38%-24.0pp |
| Employer contribution / active EE | $2,623 | $1,865+40.7% | $4,818-45.5% | $2,978-11.9% |
| Participant deferral / active EE | $4,192 | $3,194+31.2% | $5,680-26.2% | $5,017-16.5% |
| Admin fee / account holder | $133 | $153-13.1% | $13,210-99.0% | $145-8.5% |