Filed July 18, 2006 (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 | $91,684 |
GROVE POINT INVESTMENTS LLC2 years Filed as: GROVE POINT ADVISORS, LLC Service code 27 · EIN 85-3242918 | Advisory (Plan) | $25,000 |
Service code 16 · EIN 75-2866255 | Consulting | $8,000 |
MORNINGSTAR2 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 | $50,714 | $129,021-60.7% | $184,203-72.5% | $77,643-34.7% |
| Participation rate | 91.9% | 87.3%+4.6pp | 86.8%+5.1pp | 70.6%+21.3pp |
| Annual return | 19.09% | 33.27%-14.2pp | 28.81%-9.7pp | 31.24%-12.1pp |
| Employer contribution / active EE | $2,458 | $4,413-44.3% | $6,427-61.8% | $2,726-9.8% |
| Participant deferral / active EE | $4,390 | $7,297-39.8% | $9,131-51.9% | $4,647-5.5% |
| Admin fee / account holder | $285 | $254+12.2% | $13,901-98.0% | $430-33.8% |