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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,336 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $25,109 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,607 | $47,898-61.2% | $117,472-84.2% | $64,808-71.3% |
| Participation rate | 91.3% | 61.9%+29.4pp | 70.6%+20.7pp | 71.5%+19.8pp |
| Annual return | -18.47% | -15.54%-2.9pp | 29.74%-48.2pp | 32.82%-51.3pp |
| Employer contribution / active EE | $558 | $1,774-68.6% | $4,176-86.6% | $2,506-77.7% |
| Participant deferral / active EE | $2,350 | $3,151-25.4% | $4,070-42.3% | $4,310-45.5% |
| Admin fee / account holder | $162 | $132+22.9% | $5,645-97.1% | $188-13.7% |