Filed December 10, 2005 (most recent of 2 filings on file)
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 | $135,380 |
Service code 27 P.O. BOX 71396 · CHICAGO, IL 606941396 | Advisory (Plan) | $18,291 |
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 | $65,996 | $104,631-36.9% | $98,439-33.0% | $80,160-17.7% |
| Participation rate | 90.2% | 87.5%+2.7pp | 75.2%+15.1pp | 72.9%+17.3pp |
| Annual return | 41.65% | 34.72%+6.9pp | 21.16%+20.5pp | 40.38%+1.3pp |
| Employer contribution / active EE | $2,216 | $4,517-50.9% | $3,048-27.3% | $2,978-25.6% |
| Participant deferral / active EE | $4,396 | $6,545-32.8% | $4,738-7.2% | $5,017-12.4% |
| Admin fee / account holder | $95 | $105-9.1% | $8,948-98.9% | $145-34.2% |