Filed June 15, 2006
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 | $1,713,995 |
Service code 49 · EIN 74-2794194 | Other Services | $193,915 |
GREERWALKER LLP1 year Filed as: GREERWALKERLLP LLP Service code 10 · EIN 56-1434747 | Accounting | $21,900 |
MORNINGSTAR3 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 | $61,570 | $106,408-42.1% | $178,014-65.4% | $106,408-42.1% |
| Participation rate | 90.2% | 69.9%+20.3pp | 77.1%+13.1pp | 69.9%+20.3pp |
| Annual return | 15.31% | 17.37%-2.1pp | 294.80%-279.5pp | 17.37%-2.1pp |
| Employer contribution / active EE | $1,933 | $3,361-42.5% | $3,950-51.1% | $3,361-42.5% |
| Participant deferral / active EE | $5,928 | $5,567+6.5% | $6,276-5.5% | $5,567+6.5% |
| Admin fee / account holder | $83 | $79+4.2% | $10,362-99.2% | $79+4.2% |