Filed March 10, 2006 (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 |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $50,271 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,310 |
MORNINGSTAR1 year 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 | $217,511 | $56,317+286.2% | $71,209+205.5% | $74,304+192.7% |
| Participation rate | 99.3% | 55.1%+44.2pp | 73.8%+25.5pp | 60.3%+38.9pp |
| Annual return | 14.15% | 42.83%-28.7pp | 282.51%-268.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $6,955 | $2,160+222.0% | $2,721+155.6% | $2,241+210.3% |
| Participant deferral / active EE | $8,235 | $2,788+195.4% | $4,175+97.2% | $3,767+118.6% |
| Admin fee / account holder | $217 | $2,290-90.5% | $5,349-95.9% | $2,969-92.7% |