Filed March 14, 2006 (most recent of 3 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 | $200,010 |
NORTHEAST FINANCIAL GROUP4 years Service code 27 · EIN 23-2946836 | Advisory (Plan) | $50,817 |
MORNINGSTAR4 years 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 | $57,020 | $108,549-47.5% | $156,263-63.5% | $85,563-33.4% |
| Participation rate | 98.4% | 77.1%+21.4pp | 78.9%+19.5pp | 66.0%+32.5pp |
| Annual return | 19.57% | 21.79%-2.2pp | 59.47%-39.9pp | 31.51%-11.9pp |
| Employer contribution / active EE | $1,872 | $2,690-30.4% | $4,333-56.8% | $2,654-29.5% |
| Participant deferral / active EE | $5,956 | $4,800+24.1% | $6,158-3.3% | $4,375+36.1% |
| Admin fee / account holder | $299 | $650-54.0% | $14,255-97.9% | $834-64.2% |