Filed November 4, 2004
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 | $61,713 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $6,044 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,507 | $91,407+34.0% | $135,903-9.9% | $71,457+71.4% |
| Participation rate | 95.0% | 75.7%+19.4pp | 81.9%+13.1pp | 67.9%+27.1pp |
| Annual return | 18.93% | 29.90%-11.0pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $3,033 | $3,703-18.1% | $4,856-37.5% | $2,588+17.2% |
| Participant deferral / active EE | $8,183 | $7,092+15.4% | $7,758+5.5% | $4,289+90.8% |
| Admin fee / account holder | $298 | $1,266-76.4% | $10,762-97.2% | $1,587-81.2% |