Filed October 25, 1995
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 | $50,248 |
MORNINGSTAR1 year 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 | $111,049 | $89,436+24.2% | $164,813-32.6% | $77,643+43.0% |
| Participation rate | 98.4% | 78.6%+19.7pp | 78.6%+19.8pp | 70.6%+27.8pp |
| Annual return | 12.69% | 28.83%-16.1pp | 69.93%-57.2pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,688 | $2,569-34.3% | $4,341-61.1% | $2,726-38.1% |
| Participant deferral / active EE | $4,817 | $4,897-1.6% | $6,031-20.1% | $4,647+3.7% |
| Admin fee / account holder | $125 | $339-63.3% | $12,690-99.0% | $430-71.0% |