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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,205 |
MAI CAPITAL MANAGEMENT, LLC2 years Service code 27 · EIN 61-1495162 | Advisory (Plan) | $28,335 |
MORNINGSTAR3 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,117 | $58,778-45.4% | $129,207-75.1% | $77,643-58.6% |
| Participation rate | 93.3% | 59.2%+34.0pp | 69.6%+23.7pp | 70.6%+22.7pp |
| Annual return | 13.07% | 24.73%-11.7pp | 9417.33%-9404.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $974 | $1,952-50.1% | $4,153-76.6% | $2,726-64.3% |
| Participant deferral / active EE | $3,247 | $3,212+1.1% | $4,168-22.1% | $4,647-30.1% |
| Admin fee / account holder | $218 | $589-63.0% | $7,715-97.2% | $430-49.3% |