Filed June 28, 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 | $33,376 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,571 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $6,863 |
MORNINGSTAR1 year 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 | $66,342 | $52,406+26.6% | $129,207-48.7% | $74,495-10.9% |
| Participation rate | 98.1% | 53.8%+44.3pp | 69.6%+28.5pp | 67.2%+30.9pp |
| Annual return | 12.52% | 15.66%-3.1pp | 9417.33%-9404.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,478 | $1,531+61.9% | $4,153-40.3% | $2,623-5.5% |
| Participant deferral / active EE | $4,618 | $2,794+65.3% | $4,168+10.8% | $4,346+6.3% |
| Admin fee / account holder | $267 | $2,633-89.9% | $7,715-96.5% | $1,942-86.3% |