Filed February 27, 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $101,756 |
UBS FINANCIAL SERVICES INC11+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $49,565 |
MORNINGSTAR2 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 | $212,261 | $87,870+141.6% | $113,168+87.6% | $74,304+185.7% |
| Participation rate | 99.3% | 70.7%+28.5pp | 76.6%+22.7pp | 60.3%+38.9pp |
| Annual return | 13.63% | 26.44%-12.8pp | 24.27%-10.6pp | 29.43%-15.8pp |
| Employer contribution / active EE | $6,275 | $2,277+175.6% | $2,975+110.9% | $2,241+180.0% |
| Participant deferral / active EE | $8,920 | $4,241+110.3% | $5,107+74.7% | $3,767+136.8% |
| Admin fee / account holder | $407 | $3,368-87.9% | $12,068-96.6% | $2,969-86.3% |