Filed July 15, 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 | $40,146 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,586 | $47,126-18.1% | $149,673-74.2% | $74,419-48.2% |
| Participation rate | 58.0% | 63.4%-5.4pp | 78.8%-20.8pp | 70.7%-12.8pp |
| Annual return | 37.42% | 22.75%+14.7pp | 134.42%-97.0pp | 34.38%+3.0pp |
| Employer contribution / active EE | $297 | $1,905-84.4% | $4,818-93.8% | $2,637-88.8% |
| Participant deferral / active EE | $1,691 | $2,728-38.0% | $5,680-70.2% | $4,528-62.7% |
| Admin fee / account holder | $161 | $343-53.0% | $13,210-98.8% | $348-53.6% |