Filed October 25, 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 | $52,324 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,152 | $53,345+25.9% | $121,098-44.5% | $74,419-9.8% |
| Participation rate | 97.7% | 60.0%+37.7pp | 69.5%+28.2pp | 70.7%+27.0pp |
| Annual return | 17.24% | 35.15%-17.9pp | 985.75%-968.5pp | 34.38%-17.1pp |
| Employer contribution / active EE | $2,339 | $1,898+23.2% | $4,164-43.8% | $2,637-11.3% |
| Participant deferral / active EE | $4,197 | $3,221+30.3% | $4,080+2.9% | $4,528-7.3% |
| Admin fee / account holder | $134 | $382-64.8% | $5,644-97.6% | $348-61.4% |