Filed November 16, 2005
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 | $69,073 |
MMA SECURITIES LLC7 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $26,031 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $12,065 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,456 | $65,946-58.4% | $81,783-66.4% | $77,671-64.7% |
| Participation rate | 91.2% | 65.8%+25.4pp | 72.4%+18.9pp | 70.6%+20.6pp |
| Annual return | 11.22% | 26.65%-15.4pp | 775.05%-763.8pp | 31.21%-20.0pp |
| Employer contribution / active EE | $1,361 | $2,371-42.6% | $2,913-53.3% | $2,726-50.1% |
| Participant deferral / active EE | $2,710 | $3,507-22.7% | $4,320-37.3% | $4,648-41.7% |
| Admin fee / account holder | $61 | $527-88.4% | $7,380-99.2% | $430-85.9% |