Filed January 9, 2006
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 | $159,366 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 13 · EIN 30-0282430 | Contract Administrator | $62,626 |
Filed as: JP MORGAN CHASE Service code 27 · EIN 06-3916813 | Advisory (Plan) | $12,500 |
MORNINGSTAR3 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 | $239,892 | $110,299+117.5% | $102,423+134.2% | $199,593+20.2% |
| Participation rate | 98.7% | 86.3%+12.4pp | 76.5%+22.2pp | 72.0%+26.7pp |
| Annual return | 13.92% | 35.73%-21.8pp | 29.32%-15.4pp | 34.25%-20.3pp |
| Employer contribution / active EE | $7,638 | $3,603+112.0% | $3,023+152.7% | $3,034+151.7% |
| Participant deferral / active EE | $13,054 | $6,376+104.7% | $5,053+158.3% | $5,087+156.6% |
| Admin fee / account holder | $120 | $122-2.2% | $9,451-98.7% | $269-55.5% |