Filed September 29, 1992 (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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,304 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,952 | $50,637+279.1% | $86,590+121.7% | $62,292+208.1% |
| Participation rate | 86.2% | 67.9%+18.3pp | 73.5%+12.7pp | 69.5%+16.7pp |
| Annual return | 16.48% | 20.80%-4.3pp | 964.84%-948.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $5,292 | $2,075+155.0% | $2,839+86.4% | $2,042+159.1% |
| Participant deferral / active EE | $8,563 | $2,611+227.9% | $3,609+137.3% | $3,169+170.2% |
| Admin fee / account holder | $64 | $413-84.4% | $4,906-98.7% | $479-86.6% |