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 | $237,171 |
Service code 49 P.O. BOX 71396 · CHICAGO, IL 606941396 | Other Services | $30,331 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,943 | $104,631-8.3% | $98,439-2.5% | $80,160+19.7% |
| Participation rate | 98.7% | 87.5%+11.1pp | 75.2%+23.5pp | 72.9%+25.7pp |
| Annual return | 14.28% | 34.72%-20.4pp | 21.16%-6.9pp | 40.38%-26.1pp |
| Employer contribution / active EE | $4,235 | $4,517-6.3% | $3,048+38.9% | $2,978+42.2% |
| Participant deferral / active EE | $6,009 | $6,545-8.2% | $4,738+26.8% | $5,017+19.8% |
| Admin fee / account holder | $133 | $105+27.0% | $8,948-98.5% | $145-8.1% |