Filed July 25, 2005 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,149 |
ORENDA RETIREMENT, LLC2+ years Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $21,148 |
EDWARD JONES2+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $21,031 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGAMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant 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 | $77,255 | $131,799-41.4% | $200,582-61.5% | $85,563-9.7% |
| Participation rate | 98.0% | 87.9%+10.1pp | 86.9%+11.1pp | 66.0%+32.1pp |
| Annual return | 15.97% | 21.59%-5.6pp | 42.33%-26.4pp | 31.51%-15.5pp |
| Employer contribution / active EE | $4,343 | $4,532-4.2% | $6,419-32.3% | $2,654+63.7% |
| Participant deferral / active EE | $2,794 | $7,702-63.7% | $9,331-70.1% | $4,375-36.1% |
| Admin fee / account holder | $202 | $235-13.9% | $16,305-98.8% | $834-75.7% |