Filed September 21, 2006 (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 | $120,928 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $39,972 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT 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 | $100,726 | $112,623-10.6% | $106,201-5.2% | $199,768-49.6% |
| Participation rate | 97.4% | 86.2%+11.1pp | 75.3%+22.1pp | 72.0%+25.4pp |
| Annual return | 15.51% | 15.57%-0.1pp | 116.26%-100.8pp | 34.26%-18.8pp |
| Employer contribution / active EE | $2,386 | $4,575-47.9% | $3,170-24.7% | $3,037-21.4% |
| Participant deferral / active EE | $5,854 | $6,659-12.1% | $5,012+16.8% | $5,090+15.0% |
| Admin fee / account holder | $125 | $107+16.5% | $11,039-98.9% | $269-53.7% |