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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,287,211 |
Service code 49 · EIN 74-2794194 | Other Services | $150,156 |
Service code 29 · EIN 58-0967450 | Legal | $13,499 |
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).
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 | $46,494 | $89,394-48.0% | $159,960-70.9% | $89,394-48.0% |
| Participation rate | 94.6% | 71.3%+23.3pp | 78.0%+16.6pp | 71.3%+23.3pp |
| Annual return | -15.04% | -11.89%-3.2pp | 408.60%-423.6pp | -11.89%-3.2pp |
| Employer contribution / active EE | $1,857 | $3,022-38.5% | $4,226-56.1% | $3,022-38.5% |
| Participant deferral / active EE | $5,496 | $5,123+7.3% | $6,182-11.1% | $5,123+7.3% |
| Admin fee / account holder | $75 | $79-5.3% | $8,698-99.1% | $79-5.3% |