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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,981 |
MORNINGSTAR1 year 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 | $429,514 | $60,261+612.8% | $81,783+425.2% | $74,546+476.2% |
| Participation rate | 98.3% | 62.9%+35.4pp | 72.4%+25.9pp | 67.2%+31.1pp |
| Annual return | 14.39% | 16.88%-2.5pp | 775.05%-760.7pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $12,084 | $2,622+361.0% | $2,913+314.9% | $2,624+360.5% |
| Participant deferral / active EE | $10,229 | $3,388+201.9% | $4,320+136.8% | $4,347+135.3% |
| Admin fee / account holder | $146 | $1,482-90.1% | $7,380-98.0% | $1,944-92.5% |