Filed March 13, 2019 (most recent of 3 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,862 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,295 | $45,382-44.3% | $154,107-83.6% | $75,289-66.4% |
| Participation rate | 93.4% | 65.9%+27.5pp | 83.0%+10.3pp | 72.4%+20.9pp |
| Annual return | -5.64% | -0.47%-5.2pp | 735.12%-740.8pp | -0.04%-5.6pp |
| Employer contribution / active EE | $3 | $1,533-99.8% | $5,298-99.9% | $2,405-99.9% |
| Participant deferral / active EE | $4,700 | $2,384+97.2% | $5,081-7.5% | $3,739+25.7% |
| Admin fee / account holder | $42 | $89-53.4% | $13,411-99.7% | $102-59.3% |