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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,204 |
MORNINGSTAR1 year 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 | $172,271 | $52,208+230.0% | $86,612+98.9% | $74,419+131.5% |
| Participation rate | 95.8% | 66.3%+29.5pp | 71.7%+24.1pp | 70.7%+25.1pp |
| Annual return | 21.18% | 44.46%-23.3pp | 591.07%-569.9pp | 34.38%-13.2pp |
| Employer contribution / active EE | $6,163 | $2,282+170.1% | $3,022+103.9% | $2,637+133.7% |
| Participant deferral / active EE | $9,374 | $3,383+177.1% | $4,438+111.2% | $4,528+107.0% |
| Admin fee / account holder | $183 | $319-42.6% | $5,614-96.7% | $348-47.4% |