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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,359 |
MORNINGSTAR4+ 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 | $196,434 | $51,620+280.5% | $90,281+117.6% | $65,185+201.3% |
| Participation rate | 84.4% | 68.6%+15.7pp | 73.3%+11.1pp | 70.2%+14.2pp |
| Annual return | 22.56% | 24.94%-2.4pp | 78.10%-55.5pp | 29.38%-6.8pp |
| Employer contribution / active EE | $4,795 | $2,235+114.6% | $2,854+68.0% | $2,177+120.3% |
| Participant deferral / active EE | $7,912 | $2,871+175.6% | $3,885+103.6% | $3,514+125.2% |
| Admin fee / account holder | $73 | $384-81.1% | $5,351-98.6% | $847-91.4% |