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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,864 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,750 | $88,890+2.1% | $102,423-11.4% | $77,643+16.9% |
| Participation rate | 97.4% | 80.9%+16.5pp | 76.5%+20.9pp | 70.6%+26.8pp |
| Annual return | 30.02% | 24.98%+5.0pp | 29.32%+0.7pp | 31.24%-1.2pp |
| Employer contribution / active EE | $1,831 | $2,698-32.1% | $3,023-39.4% | $2,726-32.8% |
| Participant deferral / active EE | $5,692 | $5,145+10.6% | $5,053+12.6% | $4,647+22.5% |
| Admin fee / account holder | $145 | $235-38.4% | $9,451-98.5% | $430-66.3% |