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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,341 |
Service code 16 · EIN 36-4291971 | Consulting | $22,500 |
KURIYAMA OF AMERICA, INC1 year Service code 49 · EIN 36-2653449 | Other Services | $15,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,915 | $91,372-8.2% | $129,995-35.4% | $74,419+12.8% |
| Participation rate | 96.7% | 77.8%+18.9pp | 78.5%+18.2pp | 70.7%+26.0pp |
| Annual return | 18.07% | 23.21%-5.1pp | -137.18%+155.2pp | 34.38%-16.3pp |
| Employer contribution / active EE | $1,914 | $2,563-25.3% | $4,320-55.7% | $2,637-27.4% |
| Participant deferral / active EE | $5,063 | $4,721+7.3% | $5,820-13.0% | $4,528+11.8% |
| Admin fee / account holder | $265 | $283-6.6% | $10,614-97.5% | $348-23.9% |