Filed January 6, 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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,610 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $22,856 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,409 | $62,723-59.5% | $142,863-82.2% | $86,799-70.7% |
| Participation rate | 92.7% | 62.6%+30.2pp | 71.9%+20.8pp | 72.3%+20.5pp |
| Annual return | 16.54% | 17.62%-1.1pp | 5637.54%-5621.0pp | 97.91%-81.4pp |
| Employer contribution / active EE | $364 | $1,627-77.6% | $4,144-91.2% | $2,405-84.9% |
| Participant deferral / active EE | $2,007 | $3,039-33.9% | $3,837-47.7% | $4,131-51.4% |
| Admin fee / account holder | $193 | $140+38.2% | $6,560-97.1% | $170+13.8% |