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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,053 |
Service code 27 · EIN 61-1495162 | Advisory (Plan) | $23,253 |
MORNINGSTAR2 years 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 |
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 | $21,620 | $53,345-59.5% | $121,098-82.1% | $74,419-70.9% |
| Participation rate | 93.7% | 60.0%+33.7pp | 69.5%+24.2pp | 70.7%+23.0pp |
| Annual return | 20.45% | 35.15%-14.7pp | 985.75%-965.3pp | 34.38%-13.9pp |
| Employer contribution / active EE | $638 | $1,898-66.4% | $4,164-84.7% | $2,637-75.8% |
| Participant deferral / active EE | $2,442 | $3,221-24.2% | $4,080-40.1% | $4,528-46.1% |
| Admin fee / account holder | $154 | $382-59.6% | $5,644-97.3% | $348-55.7% |