Filed March 16, 2005 (most recent of 2 filings on file)
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,171 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $26,050 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $10,465 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,912 | $136,307-37.7% | $177,821-52.2% | $73,488+15.5% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.7%+10.7pp | 70.7%+27.7pp |
| Annual return | 14.53% | 18.68%-4.1pp | 48.32%-33.8pp | 28.51%-14.0pp |
| Employer contribution / active EE | $4,170 | $3,712+12.3% | $5,918-29.5% | $2,270+83.7% |
| Participant deferral / active EE | $4,271 | $5,829-26.7% | $7,714-44.6% | $3,740+14.2% |
| Admin fee / account holder | $167 | $596-71.9% | $12,427-98.7% | $513-67.4% |