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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,691 |
INDEPENDENT COMMUNITY BA1 year Service code 27 · EIN 41-0327400 | Advisory (Plan) | $8,820 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,891 | $65,908+195.7% | $81,812+138.2% | $77,643+151.0% |
| Participation rate | 96.4% | 65.8%+30.6pp | 72.3%+24.1pp | 70.6%+25.8pp |
| Annual return | 14.66% | 26.64%-12.0pp | 773.79%-759.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $6,668 | $2,370+181.3% | $2,912+129.0% | $2,726+144.6% |
| Participant deferral / active EE | $9,785 | $3,505+179.1% | $4,319+126.6% | $4,647+110.6% |
| Admin fee / account holder | $261 | $526-50.4% | $7,386-96.5% | $430-39.4% |