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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $172,945 |
Service code 27 P.O. BOX 71396 · CHICAGO, IL 606941396 | Advisory (Plan) | $35,006 |
MORNINGSTAR3 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 | $74,360 | $123,077-39.6% | $116,228-36.0% | $102,872-27.7% |
| Participation rate | 92.4% | 87.0%+5.4pp | 74.6%+17.9pp | 73.0%+19.4pp |
| Annual return | 14.63% | 15.84%-1.2pp | 90.06%-75.4pp | 19.06%-4.4pp |
| Employer contribution / active EE | $2,519 | $4,380-42.5% | $2,994-15.9% | $3,526-28.6% |
| Participant deferral / active EE | $4,893 | $6,746-27.5% | $4,953-1.2% | $5,535-11.6% |
| Admin fee / account holder | $110 | $115-4.7% | $11,989-99.1% | $292-62.4% |