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 | $39,057 |
Service code 49 P.O. BOX 71396 · CHICAGO, IL 606941396 | Other Services | $10,719 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,623 | $104,919-36.5% | $116,228-42.7% | $85,563-22.1% |
| Participation rate | 97.5% | 78.6%+18.9pp | 74.6%+23.0pp | 66.0%+31.6pp |
| Annual return | 10.40% | 15.38%-5.0pp | 90.06%-79.7pp | 31.51%-21.1pp |
| Employer contribution / active EE | $3,273 | $3,485-6.1% | $2,994+9.3% | $2,654+23.3% |
| Participant deferral / active EE | $6,442 | $5,306+21.4% | $4,953+30.1% | $4,375+47.2% |
| Admin fee / account holder | $70 | $429-83.8% | $11,989-99.4% | $834-91.7% |