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 | $123,077-5.4% | $116,228+0.1% | $102,872+13.1% |
| Participation rate | 98.9% | 87.0%+11.8pp | 74.6%+24.3pp | 73.0%+25.8pp |
| Annual return | 15.17% | 15.84%-0.7pp | 90.06%-74.9pp | 19.06%-3.9pp |
| Employer contribution / active EE | $4,611 | $4,380+5.3% | $2,994+54.0% | $3,526+30.7% |
| Participant deferral / active EE | $6,880 | $6,746+2.0% | $4,953+38.9% | $5,535+24.3% |
| Admin fee / account holder | $162 | $115+40.3% | $11,989-98.6% | $292-44.6% |