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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,395,878 |
Service code 49 · EIN 74-2794194 | Other Services | $148,171 |
Service code 29 · EIN 58-0967450 | Legal | $14,319 |
MORNINGSTAR2 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).
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 | $51,470 | $96,393-46.6% | $169,368-69.6% | $96,393-46.6% |
| Participation rate | 91.4% | 71.3%+20.1pp | 77.1%+14.2pp | 71.3%+20.1pp |
| Annual return | 19.67% | 22.88%-3.2pp | 405.60%-385.9pp | 22.88%-3.2pp |
| Employer contribution / active EE | $1,851 | $3,238-42.8% | $4,013-53.9% | $3,238-42.8% |
| Participant deferral / active EE | $5,367 | $5,455-1.6% | $6,221-13.7% | $5,455-1.6% |
| Admin fee / account holder | $70 | $74-4.8% | $9,003-99.2% | $74-4.8% |