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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,265 |
MORNINGSTAR2 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 | $123,092 | $108,549+13.4% | $156,263-21.2% | $85,563+43.9% |
| Participation rate | 97.7% | 77.1%+20.6pp | 78.9%+18.8pp | 66.0%+31.8pp |
| Annual return | 13.41% | 21.79%-8.4pp | 59.47%-46.1pp | 31.51%-18.1pp |
| Employer contribution / active EE | $1,825 | $2,690-32.2% | $4,333-57.9% | $2,654-31.2% |
| Participant deferral / active EE | $5,215 | $4,800+8.6% | $6,158-15.3% | $4,375+19.2% |
| Admin fee / account holder | $192 | $650-70.4% | $14,255-98.6% | $834-76.9% |