Filed June 24, 2003 (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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,703 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $477,372 | $56,317+747.6% | $71,209+570.4% | $74,304+542.5% |
| Participation rate | 96.7% | 55.1%+41.5pp | 73.8%+22.9pp | 60.3%+36.3pp |
| Annual return | 15.72% | 42.83%-27.1pp | 282.51%-266.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $11,999 | $2,160+455.5% | $2,721+341.0% | $2,241+435.4% |
| Participant deferral / active EE | $10,568 | $2,788+279.1% | $4,175+153.1% | $3,767+180.5% |
| Admin fee / account holder | $247 | $2,290-89.2% | $5,349-95.4% | $2,969-91.7% |