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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,529 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $68,621 | $58,778+16.7% | $129,207-46.9% | $77,643-11.6% |
| Participation rate | 96.6% | 59.2%+37.3pp | 69.6%+27.0pp | 70.6%+26.0pp |
| Annual return | 13.67% | 24.73%-11.1pp | 9417.33%-9403.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,404 | $1,952+23.1% | $4,153-42.1% | $2,726-11.8% |
| Participant deferral / active EE | $4,704 | $3,212+46.4% | $4,168+12.9% | $4,647+1.2% |
| Admin fee / account holder | $142 | $589-75.9% | $7,715-98.2% | $430-67.0% |