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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,380 |
Service code 27 P.O. BOX 71396 · CHICAGO, IL 606941396 | Advisory (Plan) | $34,921 |
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 | $66,868 | $112,623-40.6% | $106,213-37.0% | $199,593-66.5% |
| Participation rate | 91.4% | 86.2%+5.2pp | 75.3%+16.2pp | 72.0%+19.5pp |
| Annual return | 15.35% | 15.57%-0.2pp | 116.14%-100.8pp | 34.25%-18.9pp |
| Employer contribution / active EE | $2,202 | $4,575-51.9% | $3,171-30.6% | $3,034-27.4% |
| Participant deferral / active EE | $4,214 | $6,659-36.7% | $5,016-16.0% | $5,087-17.2% |
| Admin fee / account holder | $95 | $107-11.3% | $11,033-99.1% | $269-64.7% |