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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,518 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,652 | $99,078-27.7% | $96,544-25.8% | $74,419-3.7% |
| Participation rate | 98.0% | 80.7%+17.3pp | 76.0%+22.0pp | 70.7%+27.2pp |
| Annual return | 12.39% | 22.48%-10.1pp | 25.84%-13.5pp | 34.38%-22.0pp |
| Employer contribution / active EE | $1,741 | $2,570-32.3% | $2,965-41.3% | $2,637-34.0% |
| Participant deferral / active EE | $5,188 | $4,933+5.2% | $4,851+6.9% | $4,528+14.6% |
| Admin fee / account holder | $139 | $225-38.3% | $8,252-98.3% | $348-60.1% |