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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,931 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $38,772 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $6,592 |
MORNINGSTAR6+ 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,938 | $121,341-33.3% | $189,513-57.3% | $79,386+2.0% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.8%+11.1pp | 70.7%+28.2pp |
| Annual return | 13.22% | 21.08%-7.9pp | 555.15%-541.9pp | 116.85%-103.6pp |
| Employer contribution / active EE | $4,026 | $3,915+2.8% | $6,162-34.7% | $2,427+65.8% |
| Participant deferral / active EE | $4,499 | $6,395-29.7% | $8,221-45.3% | $4,046+11.2% |
| Admin fee / account holder | $518 | $651-20.5% | $12,045-95.7% | $626-17.3% |