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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,797 |
MORNINGSTAR3 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 | $97,942 | $98,727-0.8% | $113,168-13.5% | $85,563+14.5% |
| Participation rate | 98.4% | 80.8%+17.6pp | 76.6%+21.9pp | 66.0%+32.5pp |
| Annual return | 61.09% | 17.43%+43.7pp | 24.27%+36.8pp | 31.51%+29.6pp |
| Employer contribution / active EE | $2,002 | $2,907-31.1% | $2,975-32.7% | $2,654-24.6% |
| Participant deferral / active EE | $6,246 | $5,424+15.2% | $5,107+22.3% | $4,375+42.8% |
| Admin fee / account holder | $118 | $357-66.8% | $12,068-99.0% | $834-85.8% |