Filed March 10, 2005 (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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,133 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $68,405 | $72,254-5.3% | $86,677-21.1% | $64,808+5.5% |
| Participation rate | 97.6% | 80.4%+17.2pp | 76.6%+21.0pp | 71.5%+26.1pp |
| Annual return | 8.07% | 392.42%-384.4pp | 35.91%-27.8pp | 32.82%-24.8pp |
| Employer contribution / active EE | $1,639 | $2,393-31.5% | $2,836-42.2% | $2,506-34.6% |
| Participant deferral / active EE | $4,675 | $4,658+0.4% | $4,656+0.4% | $4,310+8.4% |
| Admin fee / account holder | $102 | $174-41.3% | $7,493-98.6% | $188-45.6% |