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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,559 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $194,700 | $66,124+194.4% | $90,404+115.4% | $73,488+164.9% |
| Participation rate | 95.2% | 69.7%+25.6pp | 72.7%+22.6pp | 70.7%+24.6pp |
| Annual return | 16.98% | 17.65%-0.7pp | 1293.02%-1276.0pp | 28.51%-11.5pp |
| Employer contribution / active EE | $5,506 | $2,346+134.6% | $3,262+68.8% | $2,270+142.5% |
| Participant deferral / active EE | $8,653 | $3,039+184.8% | $3,963+118.3% | $3,740+131.4% |
| Admin fee / account holder | $370 | $396-6.7% | $5,611-93.4% | $513-27.9% |