Filed October 31, 2008
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $179,022 |
Service code 49 · EIN 75-2077159 | Other Services | $13,436 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,148 | $38,833-50.7% | $78,778-75.7% | $77,958-75.4% |
| Participation rate | 80.3% | 60.9%+19.3pp | 69.2%+11.1pp | 71.6%+8.6pp |
| Annual return | -9.89% | 20.31%-30.2pp | 35.62%-45.5pp | 20.87%-30.8pp |
| Employer contribution / active EE | $1,390 | $840+65.6% | $1,986-30.0% | $2,310-39.8% |
| Participant deferral / active EE | $704 | $1,776-60.4% | $2,958-76.2% | $3,537-80.1% |
| Admin fee / account holder | $40 | $89-55.2% | $5,134-99.2% | $97-59.0% |