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 | $33,863 |
Service code 49 P.O. BOX 71396 · CHICAGO, IL 606941396 | Other Services | $11,210 |
MORNINGSTAR1 year 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,307 | $92,055-33.4% | $106,213-42.3% | $77,643-21.0% |
| Participation rate | 92.5% | 81.0%+11.5pp | 75.3%+17.2pp | 70.6%+21.9pp |
| Annual return | 6.83% | 17.91%-11.1pp | 116.14%-109.3pp | 31.24%-24.4pp |
| Employer contribution / active EE | $3,299 | $3,367-2.0% | $3,171+4.0% | $2,726+21.0% |
| Participant deferral / active EE | $5,635 | $5,386+4.6% | $5,016+12.3% | $4,647+21.3% |
| Admin fee / account holder | $60 | $219-72.5% | $11,033-99.5% | $430-86.0% |