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 | $279,755 |
Service code 49 P.O. BOX 71396 · CHICAGO, IL 606941396 | Other Services | $62,143 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,744 | $112,623-8.8% | $106,213-3.3% | $199,593-48.5% |
| Participation rate | 99.2% | 86.2%+12.9pp | 75.3%+23.9pp | 72.0%+27.2pp |
| Annual return | 13.21% | 15.57%-2.4pp | 116.14%-102.9pp | 34.25%-21.0pp |
| Employer contribution / active EE | $4,402 | $4,575-3.8% | $3,171+38.8% | $3,034+45.1% |
| Participant deferral / active EE | $6,248 | $6,659-6.2% | $5,016+24.6% | $5,087+22.8% |
| Admin fee / account holder | $145 | $107+35.7% | $11,033-98.7% | $269-46.0% |