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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $319,317 |
Service code 49 P.O. BOX 71396 · CHICAGO, IL 606941396 | Other Services | $61,759 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,386 | $132,191-12.0% | $115,768+0.5% | $103,975+11.9% |
| Participation rate | 98.9% | 86.7%+12.1pp | 74.4%+24.5pp | 72.5%+26.3pp |
| Annual return | 15.17% | 15.87%-0.7pp | 100.46%-85.3pp | 19.41%-4.2pp |
| Employer contribution / active EE | $4,611 | $4,751-2.9% | $2,940+56.8% | $3,722+23.9% |
| Participant deferral / active EE | $6,880 | $7,122-3.4% | $4,917+39.9% | $5,343+28.8% |
| Admin fee / account holder | $162 | $118+37.5% | $12,439-98.7% | $332-51.3% |