Filed January 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 COMPANY2+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANYH Service code 13 · EIN 42-0127290 | Contract Administrator | $24,125 |
Service code 49 · EIN 36-3325488 | Other Services | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,875 | $56,629-1.3% | $77,999-28.4% | $55,167+1.3% |
| Participation rate | 45.4% | 73.3%-27.9pp | 75.5%-30.1pp | 69.0%-23.6pp |
| Annual return | 6.15% | 2866.98%-2860.8pp | 425.96%-419.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $893 | $1,723-48.2% | $2,470-63.9% | $1,963-54.5% |
| Participant deferral / active EE | $1,593 | $2,777-42.6% | $3,497-54.4% | $3,054-47.8% |
| Admin fee / account holder | $201 | $467-56.9% | $5,480-96.3% | $504-60.1% |