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 | $309,328 |
CADENCE BANK1 year Filed as: CADENCE INSURANCE, INC. Service code 49 · EIN 72-1381997 | Other Services | $67,338 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,493 | $136,266-39.5% | $90,749-9.1% | $77,904+5.9% |
| Participation rate | 98.1% | 86.6%+11.5pp | 75.7%+22.4pp | 73.7%+24.4pp |
| Annual return | -13.70% | -11.32%-2.4pp | -12.16%-1.5pp | 12.21%-25.9pp |
| Employer contribution / active EE | $3,963 | $4,215-6.0% | $2,921+35.7% | $2,848+39.2% |
| Participant deferral / active EE | $5,516 | $6,353-13.2% | $4,564+20.9% | $4,806+14.8% |
| Admin fee / account holder | $175 | $399-56.2% | $8,445-97.9% | $133+31.8% |